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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 35-1253576 | Direct payment from the plan; Custodi... | $47,778 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,776 | $59,220-54.8% | $96,570-72.3% | $79,391-66.3% |
| Participation rate | 64.9% | 61.9%+3.0pp | 69.8%-4.9pp | 70.7%-5.8pp |
| Annual return | 30.96% | 27.08%+3.9pp | 37.79%-6.8pp | 116.88%-85.9pp |
| Employer contribution / active EE | $2,016 | $1,216+65.7% | $2,357-14.5% | $2,428-17.0% |
| Participant deferral / active EE | $3,753 | $2,948+27.3% | $3,849-2.5% | $4,046-7.2% |
| Admin fee / account holder | $267 | $659-59.4% | $6,182-95.7% | $627-57.4% |