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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $18,680 |
KEIFER BONFANTI, LLP1 year Service code 10 · EIN 43-1061959 | Accounting | $4,378 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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).
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 | $24,510 | $46,219-47.0% | $89,400-72.6% | $90,274-72.8% |
| Participation rate | 7.7% | 44.9%-37.2pp | 68.0%-60.3pp | 73.4%-65.7pp |
| Annual return | 12.19% | 25.71%-13.5pp | 245.64%-233.4pp | 53.97%-41.8pp |
| Employer contribution / active EE | $55 | $953-94.2% | $2,586-97.9% | $2,523-97.8% |
| Participant deferral / active EE | $253 | $2,136-88.2% | $3,890-93.5% | $4,231-94.0% |
| Admin fee / account holder | $78 | $147-46.8% | $4,882-98.4% | $114-31.5% |