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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Filed as: STANCORP Service code 10 · EIN 93-1253576 | Accounting | $0 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,555 | $95,388-92.1% | $125,391-94.0% | $77,906-90.3% |
| Participation rate | 71.0% | 78.6%-7.6pp | 82.4%-11.4pp | 73.7%-2.7pp |
| Annual return | -16.08% | 116.19%-132.3pp | 572.41%-588.5pp | 12.16%-28.2pp |
| Employer contribution / active EE | $639 | $3,666-82.6% | $4,816-86.7% | $2,846-77.6% |
| Participant deferral / active EE | $4,632 | $7,711-39.9% | $7,448-37.8% | $4,805-3.6% |
| Admin fee / account holder | $81 | $119-32.0% | $10,009-99.2% | $133-39.0% |