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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $14,952 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,893 | $38,969-84.9% | $109,313-94.6% | $55,167-89.3% |
| Participation rate | 98.0% | 58.2%+39.8pp | 71.3%+26.8pp | 69.0%+29.0pp |
| Annual return | 7.45% | 8.26%-0.8pp | 22.07%-14.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,173 | $1,227-4.3% | $3,892-69.9% | $1,963-40.2% |
| Participant deferral / active EE | $1,472 | $2,176-32.3% | $3,166-53.5% | $3,054-51.8% |
| Admin fee / account holder | $109 | $501-78.2% | $5,666-98.1% | $504-78.3% |