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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $26,390 |
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 | $60,783 | $60,349+0.7% | $74,184-18.1% | $62,881-3.3% |
| Participation rate | 48.9% | 72.7%-23.8pp | 76.6%-27.7pp | 69.3%-20.4pp |
| Annual return | 8.23% | 21.38%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $248 | $1,680-85.2% | $2,370-89.5% | $2,281-89.1% |
| Participant deferral / active EE | $1,929 | $2,856-32.5% | $3,550-45.7% | $3,203-39.8% |
| Admin fee / account holder | $456 | $4,261-89.3% | $5,586-91.8% | $4,296-89.4% |