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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $33,228 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,992 | $29,548+106.4% | $56,411+8.1% | $77,643-21.4% |
| Participation rate | 10.8% | 32.7%-21.9pp | 52.5%-41.7pp | 70.6%-59.8pp |
| Annual return | 13.02% | 19.01%-6.0pp | 1701.33%-1688.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $625 | $1,061-41.0% | $1,952-68.0% | $4,647-86.5% |
| Admin fee / account holder | $31 | $1,046-97.0% | $2,829-98.9% | $430-92.7% |