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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $13,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,898 | $47,977-79.4% | $154,108-93.6% | $56,289-82.4% |
| Participation rate | 43.1% | 66.2%-23.1pp | 83.0%-39.9pp | 69.9%-26.8pp |
| Annual return | 8.21% | 3.54%+4.7pp | 735.21%-727.0pp | -9.96%+18.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $479 | $2,392-80.0% | $5,081-90.6% | $3,350-85.7% |
| Admin fee / account holder | $208 | $438-52.6% | $13,411-98.5% | $521-60.1% |