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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $20,207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,597 | $50,812-79.1% | $155,602-93.2% | $77,692-86.4% |
| Participation rate | 51.6% | 63.1%-11.5pp | 78.2%-26.6pp | 70.6%-19.0pp |
| Annual return | 14.61% | 34.85%-20.2pp | 64.81%-50.2pp | 31.25%-16.6pp |
| Employer contribution / active EE | $704 | $1,989-64.6% | $4,675-85.0% | $2,726-74.2% |
| Participant deferral / active EE | $1,433 | $2,822-49.2% | $5,629-74.5% | $4,648-69.2% |
| Admin fee / account holder | $36 | $436-91.8% | $15,923-99.8% | $431-91.7% |