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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 35-1253576 | Sub-transfer agency fees; Custodial (... | $18,599 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,577 | $49,138-68.3% | $84,023-81.5% | $65,186-76.1% |
| Participation rate | 43.4% | 60.7%-17.3pp | 69.0%-25.6pp | 70.2%-26.8pp |
| Annual return | 105.37% | 23.00%+82.4pp | 71.32%+34.1pp | 29.39%+76.0pp |
| Employer contribution / active EE | $1,302 | $914+42.5% | $1,984-34.4% | $2,177-40.2% |
| Participant deferral / active EE | $2,195 | $2,397-8.4% | $3,239-32.2% | $3,514-37.5% |
| Admin fee / account holder | $145 | $543-73.3% | $6,102-97.6% | $847-82.8% |