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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $222,462 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,833 | $130,052-74.8% | $86,691-62.1% | $77,906-57.9% |
| Participation rate | 83.8% | 85.9%-2.1pp | 76.6%+7.2pp | 73.7%+10.1pp |
| Annual return | 8.47% | -12.73%+21.2pp | 35.94%-27.5pp | 12.16%-3.7pp |
| Employer contribution / active EE | $1,693 | $3,214-47.3% | $2,837-40.3% | $2,846-40.5% |
| Participant deferral / active EE | $3,449 | $5,741-39.9% | $4,656-25.9% | $4,805-28.2% |
| Admin fee / account holder | $62 | $132-53.2% | $7,492-99.2% | $133-53.4% |