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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $33,165 |
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 | $141,291 | $47,977+194.5% | $154,108-8.3% | $56,289+151.0% |
| Participation rate | 10.2% | 66.2%-55.9pp | 83.0%-72.8pp | 69.9%-59.6pp |
| Annual return | -5.40% | 3.54%-8.9pp | 735.21%-740.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $356 | $2,169-83.6% | $5,298-93.3% | $2,111-83.1% |
| Participant deferral / active EE | $672 | $2,392-71.9% | $5,081-86.8% | $3,350-80.0% |
| Admin fee / account holder | $810 | $438+84.9% | $13,411-94.0% | $521+55.5% |