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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $34,697 |
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 | $69,413 | $59,191+17.3% | $76,767-9.6% | $56,289+23.3% |
| Participation rate | 40.4% | 75.2%-34.9pp | 77.0%-36.6pp | 69.9%-29.5pp |
| Annual return | -4.84% | 6.62%-11.5pp | 2.43%-7.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $261 | $1,759-85.2% | $2,485-89.5% | $2,111-87.6% |
| Participant deferral / active EE | $1,645 | $3,255-49.5% | $3,852-57.3% | $3,350-50.9% |
| Admin fee / account holder | $588 | $489+20.1% | $6,675-91.2% | $521+12.8% |