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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 91-1253576 | Recordkeeping and information managem... | $11,022 |
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.
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).
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 | $553 | $65,292-99.2% | $78,676-99.3% | $65,292-99.2% |
| Participation rate | 20.1% | 72.4%-52.3pp | 73.6%-53.5pp | 72.4%-52.3pp |
| Annual return | 16.23% | 11.84%+4.4pp | 62.19%-46.0pp | 11.84%+4.4pp |
| Employer contribution / active EE | $0 | $2,302-100.0% | $2,850-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $46 | $3,579-98.7% | $3,517-98.7% | $3,579-98.7% |
| Admin fee / account holder | $10 | $57-82.3% | $4,510-99.8% | $57-82.3% |