Filed July 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $48,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,603 | $37,117+12.1% | $147,618-71.8% | $55,191-24.6% |
| Participation rate | 23.6% | 63.6%-40.0pp | 84.6%-61.1pp | 69.2%-45.6pp |
| Annual return | 1.51% | 3.44%-1.9pp | 61.98%-60.5pp | 10.78%-9.3pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,565-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,579 | $1,985-20.5% | $4,895-67.8% | $3,046-48.2% |
| Admin fee / account holder | $240 | $86+180.8% | $11,612-97.9% | $91+164.6% |