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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $48,656 |
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 | $56,356 | $93,010-39.4% | $96,538-41.6% | $74,473-24.3% |
| Participation rate | 29.0% | 71.6%-42.5pp | 74.3%-45.3pp | 70.7%-41.7pp |
| Annual return | 17.28% | 37.50%-20.2pp | 35.74%-18.5pp | 34.36%-17.1pp |
| Employer contribution / active EE | $378 | $3,427-89.0% | $3,740-89.9% | $2,638-85.7% |
| Participant deferral / active EE | $1,816 | $3,971-54.3% | $4,880-62.8% | $4,530-59.9% |
| Admin fee / account holder | $10 | $633-98.5% | $6,737-99.9% | $347-97.3% |