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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $41,173 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,129 | $47,1350% | $149,717-68.5% | $74,440-36.7% |
| Participation rate | 21.1% | 63.4%-42.3pp | 78.8%-57.7pp | 70.7%-49.6pp |
| Annual return | 19.04% | 22.75%-3.7pp | 134.41%-115.4pp | 34.37%-15.3pp |
| Employer contribution / active EE | $303 | $1,906-84.1% | $4,820-93.7% | $2,638-88.5% |
| Participant deferral / active EE | $1,517 | $2,728-44.4% | $5,682-73.3% | $4,529-66.5% |
| Admin fee / account holder | $327 | $343-4.7% | $13,213-97.5% | $348-6.1% |