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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $4,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,573 | $80,753-70.8% | $136,297-82.7% | $62,293-62.2% |
| Participation rate | 42.3% | 73.5%-31.2pp | 81.9%-39.6pp | 69.5%-27.2pp |
| Annual return | 31.76% | 35.83%-4.1pp | 5156.19%-5124.4pp | 28.90%+2.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,757 | $5,164-7.9% | $6,247-23.8% | $3,169+50.1% |
| Admin fee / account holder | $80 | $525-84.7% | $9,244-99.1% | $479-83.2% |