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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $24,474 |
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 | $16,524 | $52,967-68.8% | $172,753-90.4% | $65,186-74.7% |
| Participation rate | 77.4% | 66.2%+11.2pp | 82.6%-5.2pp | 70.2%+7.2pp |
| Annual return | 20.80% | 30.12%-9.3pp | 803.00%-782.2pp | 29.39%-8.6pp |
| Employer contribution / active EE | $529 | $2,190-75.9% | $5,144-89.7% | $2,177-75.7% |
| Participant deferral / active EE | $780 | $2,471-68.4% | $5,198-85.0% | $3,514-77.8% |
| Admin fee / account holder | $13 | $472-97.2% | $13,956-99.9% | $847-98.4% |