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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $11,363 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,599 | $49,138-74.4% | $84,015-85.0% | $65,185-80.7% |
| Participation rate | 24.8% | 60.7%-36.0pp | 69.0%-44.2pp | 70.2%-45.4pp |
| Annual return | 21.54% | 23.00%-1.5pp | 71.31%-49.8pp | 29.38%-7.8pp |
| Employer contribution / active EE | $508 | $914-44.5% | $1,983-74.4% | $2,177-76.7% |
| Participant deferral / active EE | $902 | $2,397-62.4% | $3,239-72.1% | $3,514-74.3% |
| Admin fee / account holder | $54 | $543-90.1% | $6,101-99.1% | $847-93.7% |