Filed March 18, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $27,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,036 | $48,050-29.2% | $85,969-60.4% | $59,632-42.9% |
| Participation rate | 62.6% | 64.5%-1.8pp | 76.5%-13.9pp | 68.7%-6.0pp |
| Annual return | -0.58% | 0.29%-0.9pp | 9.32%-9.9pp | 2041.32%-2041.9pp |
| Employer contribution / active EE | $603 | $1,640-63.2% | $3,474-82.6% | $2,203-72.6% |
| Participant deferral / active EE | $1,991 | $2,249-11.5% | $3,829-48.0% | $3,192-37.6% |
| Admin fee / account holder | $47 | $3,206-98.5% | $6,053-99.2% | $4,297-98.9% |