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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $27,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,296 | $47,977-34.8% | $154,114-79.7% | $56,287-44.4% |
| Participation rate | 48.2% | 66.2%-18.0pp | 83.0%-34.8pp | 69.9%-21.6pp |
| Annual return | -5.63% | 3.54%-9.2pp | 735.16%-740.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $966 | $2,169-55.4% | $5,298-81.8% | $2,111-54.2% |
| Participant deferral / active EE | $3,158 | $2,392+32.0% | $5,081-37.9% | $3,350-5.7% |
| Admin fee / account holder | $120 | $438-72.6% | $13,411-99.1% | $521-77.0% |