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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $9,491 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,698 | $59,328-56.7% | $118,914-78.4% | $73,497-65.0% |
| Participation rate | 54.0% | 62.3%-8.3pp | 75.4%-21.4pp | 70.7%-16.7pp |
| Annual return | 6.34% | 19.13%-12.8pp | 35.89%-29.5pp | 28.51%-22.2pp |
| Employer contribution / active EE | $895 | $1,803-50.4% | $3,264-72.6% | $2,270-60.6% |
| Participant deferral / active EE | $2,027 | $2,604-22.2% | $4,266-52.5% | $3,740-45.8% |
| Admin fee / account holder | $45 | $600-92.5% | $6,582-99.3% | $513-91.2% |