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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $42,511 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,034 | $89,739+18.2% | $149,716-29.2% | $62,293+70.2% |
| Participation rate | 78.4% | 85.1%-6.7pp | 87.1%-8.7pp | 69.5%+8.9pp |
| Annual return | 14.31% | 21.01%-6.7pp | 1501.67%-1487.4pp | 28.90%-14.6pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,405 | $4,797-49.9% | $6,568-63.4% | $3,169-24.1% |
| Admin fee / account holder | $339 | $551-38.6% | $11,282-97.0% | $479-29.4% |