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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $74,483 |
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 | $62,372 | $43,999+41.8% | $79,466-21.5% | $55,725+11.9% |
| Participation rate | 33.7% | 66.9%-33.3pp | 73.3%-39.7pp | 70.9%-37.2pp |
| Annual return | 13.37% | 1.81%+11.6pp | 718.28%-704.9pp | 244.93%-231.6pp |
| Employer contribution / active EE | $1,853 | $1,830+1.3% | $2,800-33.8% | $2,078-10.8% |
| Participant deferral / active EE | $4,201 | $2,538+65.5% | $3,704+13.4% | $3,356+25.2% |
| Admin fee / account holder | $35 | $118-70.4% | $5,104-99.3% | $115-69.8% |