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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $46,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,350 | $106,236-54.5% | $112,263-56.9% | $64,824-25.4% |
| Participation rate | 35.0% | 71.7%-36.7pp | 75.1%-40.0pp | 71.5%-36.5pp |
| Annual return | -15.38% | -6.02%-9.4pp | 27.49%-42.9pp | 32.84%-48.2pp |
| Employer contribution / active EE | $424 | $3,167-86.6% | $3,636-88.3% | $2,507-83.1% |
| Participant deferral / active EE | $2,322 | $3,786-38.7% | $4,729-50.9% | $4,311-46.1% |
| Admin fee / account holder | $22 | $452-95.2% | $6,410-99.7% | $188-88.5% |