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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $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 | $105,248-42.9% | $147,318-59.2% | $71,012-15.4% |
| Participation rate | 42.7% | 66.1%-23.4pp | 82.1%-39.4pp | 58.6%-15.9pp |
| Annual return | 14.61% | 26.02%-11.4pp | 70.43%-55.8pp | 37.67%-23.1pp |
| Employer contribution / active EE | $0 | $3,785-100.0% | $4,593-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $3,544 | $6,452-45.1% | $7,906-55.2% | $3,246+9.2% |
| Admin fee / account holder | $165 | $862-80.8% | $13,708-98.8% | $1,167-85.8% |