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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $26,074 |
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 | $20,387 | $58,093-64.9% | $80,022-74.5% | $56,289-63.8% |
| Participation rate | 58.3% | 73.6%-15.3pp | 75.8%-17.5pp | 69.9%-11.6pp |
| Annual return | -6.82% | 34.63%-41.5pp | 11.22%-18.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $866 | $1,933-55.2% | $2,468-64.9% | $2,111-59.0% |
| Participant deferral / active EE | $1,654 | $3,136-47.3% | $3,686-55.1% | $3,350-50.6% |
| Admin fee / account holder | $33 | $623-94.7% | $6,521-99.5% | $521-93.7% |