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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $15,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,318 | $64,909-68.7% | $82,313-75.3% | $62,293-67.4% |
| Participation rate | 62.9% | 74.9%-12.0pp | 76.9%-14.0pp | 69.5%-6.7pp |
| Annual return | 16.32% | 21.18%-4.9pp | 25.88%-9.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $2,853 | $1,676+70.2% | $2,428+17.5% | $2,042+39.7% |
| Participant deferral / active EE | $1,822 | $3,103-41.3% | $3,706-50.8% | $3,169-42.5% |
| Admin fee / account holder | $135 | $440-69.4% | $5,608-97.6% | $479-71.9% |