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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $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 | $65,960-63.0% | $81,882-70.2% | $77,762-68.6% |
| Participation rate | 48.7% | 65.8%-17.1pp | 72.4%-23.7pp | 70.6%-21.9pp |
| Annual return | 11.26% | 26.64%-15.4pp | 779.47%-768.2pp | 31.27%-20.0pp |
| Employer contribution / active EE | $607 | $2,375-74.4% | $2,916-79.2% | $2,728-77.7% |
| Participant deferral / active EE | $1,903 | $3,505-45.7% | $4,323-56.0% | $4,651-59.1% |
| Admin fee / account holder | $83 | $526-84.2% | $7,360-98.9% | $433-80.8% |