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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $31,484 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,893 | $42,546+14.9% | $71,796-31.9% | $55,167-11.4% |
| Participation rate | 43.8% | 59.1%-15.3pp | 69.1%-25.3pp | 69.0%-25.2pp |
| Annual return | 5.70% | 12.36%-6.7pp | 78.04%-72.3pp | 169.23%-163.5pp |
| Employer contribution / active EE | $83 | $803-89.7% | $1,924-95.7% | $1,963-95.8% |
| Participant deferral / active EE | $2,075 | $2,064+0.5% | $2,794-25.8% | $3,054-32.1% |
| Admin fee / account holder | $83 | $650-87.3% | $4,815-98.3% | $504-83.6% |