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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $28,662 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,471 | $76,407+363.9% | $150,298+135.8% | $82,448+329.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.11% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $18,790 | $2,614+618.8% | $4,154+352.3% | $2,551+636.6% |
| Participant deferral / active EE | $13,980 | $3,214+334.9% | $5,453+156.4% | $4,139+237.7% |
| Admin fee / account holder | $37 | $6,352-99.4% | $14,116-99.7% | $7,234-99.5% |