Filed December 26, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $35,341 |
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 | $18,216 | $46,732-61.0% | $156,551-88.4% | $55,167-67.0% |
| Participation rate | 92.2% | 65.8%+26.4pp | 84.0%+8.2pp | 69.0%+23.2pp |
| Annual return | 9.29% | 17.72%-8.4pp | 32.23%-22.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $1,080 | $2,105-48.7% | $5,501-80.4% | $1,963-45.0% |
| Participant deferral / active EE | $2,383 | $2,204+8.1% | $4,871-51.1% | $3,054-22.0% |
| Admin fee / account holder | $12 | $418-97.2% | $13,028-99.9% | $504-97.7% |