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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $15,009 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,702 | $60,545-84.0% | $92,240-89.5% | $69,631-86.1% |
| Participation rate | 51.8% | 72.2%-20.4pp | 76.5%-24.7pp | 70.7%-18.9pp |
| Annual return | 0.00% | 19.71%-19.7pp | 176.29%-176.3pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $651 | $2,633-75.3% | $3,680-82.3% | $2,032-68.0% |
| Participant deferral / active EE | $1,101 | $2,828-61.1% | $3,897-71.7% | $3,224-65.8% |
| Admin fee / account holder | $71 | $145-51.1% | $5,194-98.6% | $110-35.9% |