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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $30,700 |
Service code 27 · EIN 26-2219855 | Advisory (Plan) | $11,968 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,488 | $46,173-68.6% | $170,435-91.5% | $69,631-79.2% |
| Participation rate | 33.0% | 63.9%-30.9pp | 83.6%-50.6pp | 70.7%-37.7pp |
| Annual return | 15.68% | 21.62%-5.9pp | 205.94%-190.3pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $51 | $1,610-96.8% | $5,432-99.1% | $2,032-97.5% |
| Participant deferral / active EE | $610 | $2,080-70.7% | $4,939-87.7% | $3,224-81.1% |
| Admin fee / account holder | $122 | $116+5.0% | $13,881-99.1% | $110+10.2% |