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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $18,360 |
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).
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 | $62,292 | $61,166+1.8% | $185,849-66.5% | $79,391-21.5% |
| Participation rate | 67.7% | 66.6%+1.1pp | 81.7%-14.0pp | 70.7%-3.0pp |
| Annual return | 33.27% | 19.45%+13.8pp | 122.10%-88.8pp | 116.88%-83.6pp |
| Employer contribution / active EE | $4,000 | $2,321+72.4% | $5,169-22.6% | $2,428+64.8% |
| Participant deferral / active EE | $2,967 | $2,789+6.4% | $5,569-46.7% | $4,046-26.7% |
| Admin fee / account holder | $20 | $710-97.2% | $16,244-99.9% | $627-96.9% |