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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $49,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,384 | $65,946-63.0% | $81,783-70.2% | $77,671-68.6% |
| Participation rate | 48.7% | 65.8%-17.1pp | 72.4%-23.7pp | 70.6%-21.9pp |
| Annual return | 11.26% | 26.65%-15.4pp | 775.05%-763.8pp | 31.21%-19.9pp |
| Employer contribution / active EE | $607 | $2,371-74.4% | $2,913-79.2% | $2,726-77.7% |
| Participant deferral / active EE | $1,903 | $3,507-45.7% | $4,320-56.0% | $4,648-59.1% |
| Admin fee / account holder | $83 | $527-84.2% | $7,380-98.9% | $430-80.7% |