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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $13,834 |
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.
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 | $33,616 | $55,453-39.4% | $170,435-80.3% | $62,293-46.0% |
| Participation rate | 36.3% | 66.4%-30.1pp | 83.6%-47.3pp | 69.5%-33.2pp |
| Annual return | 15.11% | 21.38%-6.3pp | 205.94%-190.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,510 | $2,303-34.4% | $4,939-69.4% | $3,169-52.3% |
| Admin fee / account holder | $121 | $455-73.4% | $13,881-99.1% | $479-74.7% |