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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $14,523 |
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 | $16,662 | $43,999-62.1% | $79,467-79.0% | $55,725-70.1% |
| Participation rate | 43.1% | 66.9%-23.9pp | 73.3%-30.3pp | 70.9%-27.8pp |
| Annual return | -0.80% | 1.81%-2.6pp | 718.30%-719.1pp | 244.93%-245.7pp |
| Employer contribution / active EE | $393 | $1,830-78.5% | $2,800-86.0% | $2,078-81.1% |
| Participant deferral / active EE | $498 | $2,538-80.4% | $3,704-86.6% | $3,356-85.2% |
| Admin fee / account holder | $33 | $118-71.7% | $5,104-99.3% | $115-71.1% |