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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $25,661 |
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.)
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 | $47,471 | $54,320-12.6% | $67,652-29.8% | $52,331-9.3% |
| Participation rate | 47.5% | 73.6%-26.1pp | 75.7%-28.1pp | 68.1%-20.6pp |
| Annual return | -1.26% | 6.81%-8.1pp | 6625.40%-6626.7pp | 4.54%-5.8pp |
| Employer contribution / active EE | $296 | $1,544-80.9% | $2,266-87.0% | $1,882-84.3% |
| Participant deferral / active EE | $2,112 | $2,950-28.4% | $3,560-40.7% | $3,022-30.1% |
| Admin fee / account holder | $387 | $527-26.5% | $4,821-92.0% | $592-34.6% |