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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $20,285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,176 | $52,961-35.5% | $172,755-80.2% | $65,185-47.6% |
| Participation rate | 39.7% | 66.2%-26.5pp | 82.6%-42.9pp | 70.2%-30.5pp |
| Annual return | 22.28% | 30.12%-7.8pp | 802.94%-780.7pp | 29.38%-7.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,144 | $2,471-13.3% | $5,198-58.8% | $3,514-39.0% |
| Admin fee / account holder | $144 | $472-69.6% | $13,955-99.0% | $847-83.1% |