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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $10,362 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,431 | $60,139-76.0% | $90,461-84.0% | $79,856-81.9% |
| Participation rate | 53.2% | 65.0%-11.7pp | 72.7%-19.4pp | 69.6%-16.4pp |
| Annual return | 7.24% | 71.96%-64.7pp | 1294.76%-1287.5pp | 31.71%-24.5pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $698 | $2,939-76.2% | $3,964-82.4% | $3,741-81.3% |
| Admin fee / account holder | $35 | $3,978-99.1% | $5,617-99.4% | $5,306-99.3% |