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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $48,637 |
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).
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 | $15,503 | $37,196-58.3% | $154,108-89.9% | $55,725-72.2% |
| Participation rate | 97.5% | 64.1%+33.4pp | 83.0%+14.5pp | 70.9%+26.7pp |
| Annual return | -6.35% | 1319.68%-1326.0pp | 735.21%-741.6pp | 244.93%-251.3pp |
| Employer contribution / active EE | $2,731 | $1,614+69.2% | $5,298-48.4% | $2,078+31.4% |
| Participant deferral / active EE | $2,661 | $2,068+28.6% | $5,081-47.6% | $3,356-20.7% |
| Admin fee / account holder | $42 | $102-58.2% | $13,411-99.7% | $115-63.1% |