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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $60,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,372 | $55,470-38.0% | $155,556-77.9% | $74,478-53.8% |
| Participation rate | 62.5% | 61.9%+0.6pp | 78.2%-15.7pp | 67.2%-4.7pp |
| Annual return | 12.38% | 269.80%-257.4pp | 64.84%-52.5pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $2,324 | $2,267+2.5% | $4,675-50.3% | $2,626-11.5% |
| Participant deferral / active EE | $2,406 | $2,838-15.2% | $5,631-57.3% | $4,350-44.7% |
| Admin fee / account holder | $254 | $1,744-85.5% | $15,885-98.4% | $1,946-87.0% |