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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Sub-tra... | $34,954 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,764 | $37,117+206.5% | $147,617-22.9% | $55,191+106.1% |
| Participation rate | 8.4% | 63.6%-55.2pp | 84.6%-76.2pp | 69.2%-60.7pp |
| Annual return | -0.84% | 3.44%-4.3pp | 61.98%-62.8pp | 10.78%-11.6pp |
| Employer contribution / active EE | $300 | $1,620-81.5% | $5,564-94.6% | $1,899-84.2% |
| Participant deferral / active EE | $537 | $1,985-73.0% | $4,895-89.0% | $3,046-82.4% |
| Admin fee / account holder | $727 | $86+749.4% | $11,612-93.7% | $91+700.6% |