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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $41,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,659 | $72,770-52.4% | $67,653-48.8% | $55,191-37.2% |
| Participation rate | 40.5% | 78.8%-38.3pp | 75.7%-35.1pp | 69.2%-28.6pp |
| Annual return | -1.19% | -3.26%+2.1pp | 6625.22%-6626.4pp | 10.78%-12.0pp |
| Employer contribution / active EE | $286 | $1,769-83.8% | $2,266-87.4% | $1,899-84.9% |
| Participant deferral / active EE | $1,729 | $3,408-49.3% | $3,560-51.4% | $3,046-43.2% |
| Admin fee / account holder | $49 | $79-37.6% | $4,821-99.0% | $91-45.8% |