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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 35-1253576 | Direct payment from the plan; Custodi... | $55,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,040 | $49,471-43.3% | $79,583-64.8% | $66,949-58.1% |
| Participation rate | 57.3% | 61.4%-4.1pp | 69.5%-12.2pp | 69.8%-12.6pp |
| Annual return | -15.90% | 84.30%-100.2pp | 0.16%-16.1pp | 1.57%-17.5pp |
| Employer contribution / active EE | $2,064 | $1,266+63.1% | $2,414-14.5% | $2,545-18.9% |
| Participant deferral / active EE | $3,608 | $3,160+14.2% | $3,986-9.5% | $4,239-14.9% |
| Admin fee / account holder | $319 | $595-46.4% | $6,835-95.3% | $594-46.3% |