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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $42,725 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,759 | $80,177-72.9% | $123,894-82.4% | $57,658-62.3% |
| Participation rate | 88.4% | 74.4%+14.0pp | 81.4%+7.0pp | 70.2%+18.2pp |
| Annual return | 16.33% | 17.90%-1.6pp | 47.52%-31.2pp | 5.13%+11.2pp |
| Employer contribution / active EE | $1,019 | $2,913-65.0% | $4,617-77.9% | $1,974-48.4% |
| Participant deferral / active EE | $4,709 | $5,130-8.2% | $5,984-21.3% | $3,061+53.9% |
| Admin fee / account holder | $55 | $106-47.9% | $8,357-99.3% | $95-41.4% |