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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,270 | $40,174-59.5% | $84,023-80.6% | $67,582-75.9% |
| Participation rate | 22.5% | 62.7%-40.2pp | 69.0%-46.6pp | 71.3%-48.8pp |
| Annual return | 28.38% | 25.82%+2.6pp | 71.32%-42.9pp | 378.57%-350.2pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,984-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $577 | $2,301-74.9% | $3,239-82.2% | $3,539-83.7% |
| Admin fee / account holder | $216 | $128+68.5% | $6,102-96.5% | $142+51.9% |