Filed July 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $17,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,799 | $37,196-57.5% | $154,111-89.7% | $55,725-71.6% |
| Participation rate | 22.0% | 64.1%-42.1pp | 83.0%-61.1pp | 70.9%-48.9pp |
| Annual return | -3.96% | 1319.68%-1323.6pp | 735.18%-739.1pp | 244.93%-248.9pp |
| Employer contribution / active EE | $164 | $1,614-89.8% | $5,298-96.9% | $2,078-92.1% |
| Participant deferral / active EE | $703 | $2,068-66.0% | $5,081-86.2% | $3,356-79.1% |
| Admin fee / account holder | $256 | $102+151.7% | $13,411-98.1% | $115+122.0% |