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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $49,258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,537 | $50,812+9.3% | $155,602-64.3% | $77,692-28.5% |
| Participation rate | 26.1% | 63.1%-37.0pp | 78.2%-52.1pp | 70.6%-44.5pp |
| Annual return | 15.44% | 34.85%-19.4pp | 64.81%-49.4pp | 31.25%-15.8pp |
| Employer contribution / active EE | $485 | $1,989-75.6% | $4,675-89.6% | $2,726-82.2% |
| Participant deferral / active EE | $1,813 | $2,822-35.8% | $5,629-67.8% | $4,648-61.0% |
| Admin fee / account holder | $375 | $436-13.9% | $15,923-97.6% | $431-12.8% |