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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Claims proc... | $5,576 |
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.
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 | $6,027 | $46,173-86.9% | $170,435-96.5% | $69,631-91.3% |
| Participation rate | 26.5% | 63.9%-37.4pp | 83.6%-57.1pp | 70.7%-44.2pp |
| Annual return | 36.61% | 21.62%+15.0pp | 205.94%-169.3pp | 27571.02%-27534.4pp |
| Employer contribution / active EE | $35 | $1,610-97.8% | $5,432-99.4% | $2,032-98.3% |
| Participant deferral / active EE | $668 | $2,080-67.9% | $4,939-86.5% | $3,224-79.3% |
| Admin fee / account holder | $50 | $116-56.7% | $13,881-99.6% | $110-54.5% |