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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $1,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,503 | $84,482-89.9% | $125,363-93.2% | $66,930-87.3% |
| Participation rate | 7.1% | 76.4%-69.3pp | 82.4%-75.3pp | 69.8%-62.7pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.15%-572.1pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $581 | $6,782-91.4% | $7,447-92.2% | $4,238-86.3% |
| Admin fee / account holder | $94 | $685-86.3% | $10,005-99.1% | $593-84.2% |