Filed January 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $12,275 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,873 | $46,732-72.5% | $156,549-91.8% | $55,167-76.7% |
| Participation rate | 45.3% | 65.8%-20.5pp | 84.0%-38.7pp | 69.0%-23.7pp |
| Annual return | 6.44% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,048 | $2,204-52.4% | $4,871-78.5% | $3,054-65.7% |
| Admin fee / account holder | $199 | $418-52.4% | $13,027-98.5% | $504-60.5% |