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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $48,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,955 | $40,174-37.9% | $84,021-70.3% | $67,579-63.1% |
| Participation rate | 27.3% | 62.7%-35.4pp | 69.0%-41.7pp | 71.3%-44.0pp |
| Annual return | 84.35% | 25.82%+58.5pp | 71.32%+13.0pp | 378.56%-294.2pp |
| Employer contribution / active EE | $300 | $808-62.9% | $1,984-84.9% | $2,148-86.0% |
| Participant deferral / active EE | $1,118 | $2,301-51.4% | $3,239-65.5% | $3,539-68.4% |
| Admin fee / account holder | $31 | $128-75.5% | $6,102-99.5% | $142-77.9% |