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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $29,128 |
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 | $61,119 | $58,093+5.2% | $80,022-23.6% | $56,287+8.6% |
| Participation rate | 79.8% | 73.6%+6.2pp | 75.8%+4.0pp | 69.9%+10.0pp |
| Annual return | 10.85% | 34.63%-23.8pp | 11.22%-0.4pp | -9.96%+20.8pp |
| Employer contribution / active EE | $2,077 | $1,933+7.5% | $2,468-15.8% | $2,111-1.6% |
| Participant deferral / active EE | $5,032 | $3,136+60.5% | $3,686+36.5% | $3,350+50.2% |
| Admin fee / account holder | $32 | $623-94.9% | $6,521-99.5% | $521-93.9% |