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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $16,137 |
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 | $7,383 | $46,877-84.3% | $122,354-94.0% | $70,126-89.5% |
| Participation rate | 95.7% | 58.2%+37.4pp | 71.6%+24.0pp | 69.5%+26.1pp |
| Annual return | 14.36% | 24.22%-9.9pp | 30.28%-15.9pp | 73.15%-58.8pp |
| Employer contribution / active EE | $1,552 | $1,288+20.5% | $4,051-61.7% | $2,343-33.7% |
| Participant deferral / active EE | $1,668 | $2,167-23.0% | $3,287-49.3% | $3,332-49.9% |
| Admin fee / account holder | $104 | $3,324-96.9% | $5,479-98.1% | $4,645-97.8% |