Filed July 18, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $63,023 |
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.
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 | $38,158 | $47,766-20.1% | $82,763-53.9% | $64,824-41.1% |
| Participation rate | 49.3% | 67.7%-18.4pp | 72.6%-23.2pp | 71.5%-22.2pp |
| Annual return | -21.45% | -13.06%-8.4pp | 702.45%-723.9pp | 32.84%-54.3pp |
| Employer contribution / active EE | $955 | $2,182-56.2% | $3,008-68.3% | $2,507-61.9% |
| Participant deferral / active EE | $2,114 | $3,332-36.5% | $4,395-51.9% | $4,311-51.0% |
| Admin fee / account holder | $21 | $143-85.2% | $5,325-99.6% | $188-88.7% |