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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $27,872 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,409 | $56,443-76.2% | $83,831-84.0% | $55,725-75.9% |
| Participation rate | 59.7% | 72.0%-12.4pp | 76.1%-16.5pp | 70.9%-11.2pp |
| Annual return | 201.08% | 393.67%-192.6pp | 850.99%-649.9pp | 244.93%-43.8pp |
| Employer contribution / active EE | $598 | $2,682-77.7% | $3,631-83.5% | $2,078-71.2% |
| Participant deferral / active EE | $1,105 | $2,965-62.7% | $4,082-72.9% | $3,356-67.1% |
| Admin fee / account holder | $51 | $156-67.5% | $5,479-99.1% | $115-55.9% |