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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Direct payment from the plan; Claims ... | $30,183 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,113 | $47,977-24.7% | $154,114-76.6% | $56,287-35.8% |
| Participation rate | 41.8% | 66.2%-24.3pp | 83.0%-41.2pp | 69.9%-28.0pp |
| Annual return | -4.03% | 3.54%-7.6pp | 735.16%-739.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $938 | $2,169-56.7% | $5,298-82.3% | $2,111-55.6% |
| Participant deferral / active EE | $1,221 | $2,392-49.0% | $5,081-76.0% | $3,350-63.6% |
| Admin fee / account holder | $307 | $438-30.0% | $13,411-97.7% | $521-41.1% |