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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Valuation (appraisals, etc.); Partici... | $214,924 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,142 | $89,465-55.1% | $165,100-75.7% | $77,762-48.4% |
| Participation rate | 59.2% | 78.6%-19.5pp | 78.6%-19.4pp | 70.6%-11.4pp |
| Annual return | 14.70% | 28.86%-14.2pp | 70.21%-55.5pp | 31.27%-16.6pp |
| Employer contribution / active EE | $1,265 | $2,565-50.7% | $4,348-70.9% | $2,728-53.6% |
| Participant deferral / active EE | $3,482 | $4,904-29.0% | $6,035-42.3% | $4,651-25.1% |
| Admin fee / account holder | $28 | $340-91.9% | $12,696-99.8% | $433-93.6% |