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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $24,368 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,295 | $52,293+158.7% | $178,499-24.2% | $73,412+84.3% |
| Participation rate | 41.9% | 65.3%-23.4pp | 81.9%-40.0pp | 72.2%-30.3pp |
| Annual return | 508.76% | 34.75%+474.0pp | 151.10%+357.7pp | 59.30%+449.5pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,610 | $2,332-31.0% | $5,202-69.1% | $3,806-57.7% |
| Admin fee / account holder | $119 | $127-6.6% | $13,986-99.1% | $158-24.7% |