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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $59,828 |
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 | $65,748 | $79,519-17.3% | $95,956-31.5% | $73,412-10.4% |
| Participation rate | 38.9% | 81.2%-42.2pp | 77.1%-38.1pp | 72.2%-33.2pp |
| Annual return | 12.58% | 19.20%-6.6pp | 91.63%-79.0pp | 59.30%-46.7pp |
| Employer contribution / active EE | $322 | $2,048-84.3% | $2,541-87.3% | $2,234-85.6% |
| Participant deferral / active EE | $1,924 | $4,138-53.5% | $4,167-53.8% | $3,806-49.4% |
| Admin fee / account holder | $22 | $184-88.2% | $6,797-99.7% | $158-86.2% |