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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $6,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,090 | $53,925-29.4% | $75,501-49.6% | $69,631-45.3% |
| Participation rate | 29.7% | 71.2%-41.5pp | 72.4%-42.6pp | 70.7%-41.0pp |
| Annual return | 120.32% | 17.84%+102.5pp | 27.35%+93.0pp | 27571.02%-27450.7pp |
| Employer contribution / active EE | $487 | $1,802-73.0% | $2,352-79.3% | $2,032-76.1% |
| Participant deferral / active EE | $502 | $2,569-80.5% | $3,142-84.0% | $3,224-84.4% |
| Admin fee / account holder | $2 | $97-98.3% | $5,801-100.0% | $110-98.5% |