Filed October 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Direct pay... | $56,976 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,589 | $104,475+86.3% | $159,436+22.0% | $79,386+145.1% |
| Participation rate | 73.4% | 76.6%-3.2pp | 82.8%-9.4pp | 70.7%+2.7pp |
| Annual return | 14.71% | 67.95%-53.2pp | 263.57%-248.9pp | 116.85%-102.1pp |
| Employer contribution / active EE | $639 | $3,417-81.3% | $4,829-86.8% | $2,427-73.7% |
| Participant deferral / active EE | $8,062 | $6,467+24.7% | $7,352+9.7% | $4,046+99.3% |
| Admin fee / account holder | $515 | $711-27.6% | $10,799-95.2% | $626-17.8% |