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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $47,901 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,174 | $65,437+33.2% | $86,698+0.5% | $66,949+30.2% |
| Participation rate | 41.5% | 75.5%-33.9pp | 76.6%-35.1pp | 69.8%-28.3pp |
| Annual return | -18.25% | -10.91%-7.3pp | 35.96%-54.2pp | 1.57%-19.8pp |
| Employer contribution / active EE | $312 | $2,154-85.5% | $2,837-89.0% | $2,545-87.7% |
| Participant deferral / active EE | $2,199 | $4,102-46.4% | $4,656-52.8% | $4,239-48.1% |
| Admin fee / account holder | $702 | $642+9.4% | $7,492-90.6% | $594+18.2% |