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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $35,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $9,493 | $54,237-82.5% | $90,304-89.5% | $67,579-86.0% |
| Participation rate | 49.3% | 68.6%-19.3pp | 73.3%-23.9pp | 71.3%-21.9pp |
| Annual return | 14.93% | 37.27%-22.3pp | 78.13%-63.2pp | 378.56%-363.6pp |
| Employer contribution / active EE | $472 | $1,846-74.4% | $2,855-83.5% | $2,148-78.0% |
| Participant deferral / active EE | $747 | $2,625-71.5% | $3,885-80.8% | $3,539-78.9% |
| Admin fee / account holder | $37 | $123-69.8% | $5,354-99.3% | $142-73.8% |