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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 35-1253576 | Claims processing; Direct payment fro... | $30,283 |
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).
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 | $19,931 | $54,573-63.5% | $90,970-78.1% | $73,497-72.9% |
| Participation rate | 57.0% | 61.2%-4.2pp | 69.0%-12.0pp | 70.7%-13.7pp |
| Annual return | 31.77% | 16.69%+15.1pp | 134.60%-102.8pp | 28.51%+3.3pp |
| Employer contribution / active EE | $1,668 | $991+68.2% | $2,122-21.4% | $2,270-26.5% |
| Participant deferral / active EE | $2,955 | $2,517+17.4% | $3,373-12.4% | $3,740-21.0% |
| Admin fee / account holder | $199 | $521-61.9% | $5,961-96.7% | $513-61.3% |