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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $79,772 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $72,620 | $63,905+13.6% | $74,184-2.1% | $57,658+25.9% |
| Participation rate | 37.7% | 79.8%-42.1pp | 76.6%-38.9pp | 70.2%-32.6pp |
| Annual return | 9.58% | 60.60%-51.0pp | 17.74%-8.2pp | 5.13%+4.5pp |
| Employer contribution / active EE | $254 | $1,840-86.2% | $2,370-89.3% | $1,974-87.2% |
| Participant deferral / active EE | $1,755 | $3,448-49.1% | $3,550-50.6% | $3,061-42.7% |
| Admin fee / account holder | $585 | $91+541.9% | $5,586-89.5% | $95+518.4% |