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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $17,479 |
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 | $7,102 | $44,221-83.9% | $121,208-94.1% | $56,287-87.4% |
| Participation rate | 80.0% | 61.1%+18.9pp | 71.8%+8.2pp | 69.9%+10.1pp |
| Annual return | -5.55% | -3.58%-2.0pp | 16.93%-22.5pp | -9.96%+4.4pp |
| Employer contribution / active EE | $896 | $1,480-39.5% | $4,023-77.7% | $2,111-57.6% |
| Participant deferral / active EE | $1,336 | $2,521-47.0% | $3,345-60.1% | $3,350-60.1% |
| Admin fee / account holder | $98 | $480-79.7% | $5,020-98.1% | $521-81.3% |