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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $29,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,860 | $65,083-71.0% | $143,788-86.9% | $66,930-71.8% |
| Participation rate | 66.1% | 65.2%+0.9pp | 80.3%-14.2pp | 69.8%-3.7pp |
| Annual return | -14.35% | -11.13%-3.2pp | -0.03%-14.3pp | 1.57%-15.9pp |
| Employer contribution / active EE | $602 | $2,361-74.5% | $4,952-87.8% | $2,545-76.3% |
| Participant deferral / active EE | $792 | $2,920-72.9% | $5,638-86.0% | $4,238-81.3% |
| Admin fee / account holder | $24 | $502-95.3% | $14,675-99.8% | $593-96.0% |