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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $13,135 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $5,793 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,899 | $65,582-62.0% | $64,101-61.2% | $71,511-65.2% |
| Participation rate | 37.5% | 73.2%-35.7pp | 72.3%-34.8pp | 67.9%-30.4pp |
| Annual return | 19.49% | 18.96%+0.5pp | 33.72%-14.2pp | 28.86%-9.4pp |
| Employer contribution / active EE | $495 | $2,671-81.4% | $2,749-82.0% | $2,589-80.9% |
| Participant deferral / active EE | $1,777 | $3,628-51.0% | $3,881-54.2% | $4,291-58.6% |
| Admin fee / account holder | $201 | $616-67.3% | $3,070-93.4% | $1,588-87.3% |