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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $41,984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,108 | $42,548+60.1% | $74,551-8.6% | $56,289+21.0% |
| Participation rate | 41.4% | 60.5%-19.1pp | 69.1%-27.8pp | 69.9%-28.5pp |
| Annual return | -7.55% | 12.40%-20.0pp | 32.53%-40.1pp | -9.96%+2.4pp |
| Employer contribution / active EE | $86 | $855-89.9% | $1,961-95.6% | $2,111-95.9% |
| Participant deferral / active EE | $2,436 | $2,277+7.0% | $3,108-21.6% | $3,350-27.3% |
| Admin fee / account holder | $77 | $467-83.4% | $5,059-98.5% | $521-85.1% |