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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Recordkeep... | $35,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $149,940 | $91,198+64.4% | $178,503-16.0% | $79,856+87.8% |
| Participation rate | 17.7% | 69.2%-51.5pp | 81.9%-64.2pp | 69.6%-51.9pp |
| Annual return | 16.25% | 24.20%-7.9pp | 151.12%-134.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $139 | $3,257-95.7% | $5,011-97.2% | $2,471-94.4% |
| Participant deferral / active EE | $1,398 | $3,237-56.8% | $5,202-73.1% | $3,741-62.6% |
| Admin fee / account holder | $1,360 | $6,748-79.8% | $13,987-90.3% | $5,306-74.4% |