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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $39,245 |
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.
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 | $35,694 | $63,905-44.1% | $74,184-51.9% | $57,658-38.1% |
| Participation rate | 38.6% | 79.8%-41.2pp | 76.6%-38.0pp | 70.2%-31.6pp |
| Annual return | 7.17% | 60.60%-53.4pp | 17.74%-10.6pp | 5.13%+2.0pp |
| Employer contribution / active EE | $271 | $1,840-85.3% | $2,370-88.6% | $1,974-86.3% |
| Participant deferral / active EE | $1,642 | $3,448-52.4% | $3,550-53.7% | $3,061-46.3% |
| Admin fee / account holder | $30 | $91-67.0% | $5,586-99.5% | $95-68.2% |