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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $88,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $117,167 | $63,114+85.6% | $92,909+26.1% | $65,185+79.7% |
| Participation rate | 40.2% | 68.8%-28.6pp | 76.0%-35.8pp | 70.2%-30.0pp |
| Annual return | 24.95% | 28.75%-3.8pp | 109.44%-84.5pp | 29.38%-4.4pp |
| Employer contribution / active EE | $1,386 | $2,571-46.1% | $3,653-62.1% | $2,177-36.3% |
| Participant deferral / active EE | $3,468 | $3,108+11.6% | $4,238-18.2% | $3,514-1.3% |
| Admin fee / account holder | $47 | $624-92.5% | $5,795-99.2% | $847-94.5% |