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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $66,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,414 | $64,286-26.2% | $90,970-47.9% | $73,412-35.4% |
| Participation rate | 35.4% | 63.6%-28.2pp | 69.0%-33.6pp | 72.2%-36.8pp |
| Annual return | 31.02% | 21.46%+9.6pp | 134.60%-103.6pp | 59.30%-28.3pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,045 | $2,453-16.6% | $3,373-39.4% | $3,806-46.3% |
| Admin fee / account holder | $12 | $287-95.7% | $5,961-99.8% | $158-92.2% |