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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $263,559 |
Service code 12 · EIN 47-2953938 | Claims processing; Custodial (other t... | $154,418 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,559 | $50,902-32.1% | $155,534-77.8% | $77,736-55.5% |
| Participation rate | 64.3% | 63.1%+1.2pp | 78.2%-13.9pp | 70.6%-6.3pp |
| Annual return | 12.81% | 34.85%-22.0pp | 64.92%-52.1pp | 31.26%-18.4pp |
| Employer contribution / active EE | $154 | $1,991-92.2% | $4,675-96.7% | $2,728-94.3% |
| Participant deferral / active EE | $3,263 | $2,824+15.5% | $5,630-42.1% | $4,651-29.8% |
| Admin fee / account holder | $31 | $437-92.9% | $15,900-99.8% | $433-92.9% |