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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $45,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,221 | $23,2240% | $71,089-67.3% | $55,725-58.3% |
| Participation rate | 13.6% | 37.9%-24.3pp | 54.6%-41.1pp | 70.9%-57.3pp |
| Annual return | -6.51% | -2.87%-3.6pp | 650.65%-657.2pp | 244.93%-251.4pp |
| Employer contribution / active EE | $151 | $436-65.4% | $1,088-86.1% | $2,078-92.7% |
| Participant deferral / active EE | $414 | $929-55.4% | $1,873-77.9% | $3,356-87.7% |
| Admin fee / account holder | $33 | $118-71.7% | $3,082-98.9% | $115-71.0% |