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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $34,887 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,110 | $145,174-58.6% | $182,262-67.0% | $69,255-13.2% |
| Participation rate | 42.7% | 77.3%-34.6pp | 84.2%-41.5pp | 69.0%-26.3pp |
| Annual return | 14.61% | 24.21%-9.6pp | 140.60%-126.0pp | 26.73%-12.1pp |
| Employer contribution / active EE | $0 | $4,864-100.0% | $5,046-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $3,544 | $7,703-54.0% | $8,276-57.2% | $2,890+22.6% |
| Admin fee / account holder | $165 | $791-79.1% | $16,712-99.0% | $733-77.4% |