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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $35,585 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,640 | $29,988-24.5% | $81,473-72.2% | $80,976-72.0% |
| Participation rate | 0.7% | 32.0%-31.3pp | 68.0%-67.2pp | 68.3%-67.5pp |
| Annual return | 11.86% | 51.73%-39.9pp | 38.78%-26.9pp | 22.91%-11.1pp |
| Employer contribution / active EE | $0 | $470-100.0% | $2,568-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $31 | $1,209-97.5% | $3,537-99.1% | $3,848-99.2% |
| Admin fee / account holder | $170 | $63+170.5% | $4,561-96.3% | $67+151.8% |