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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $34,072 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,056 | $42,546-34.1% | $71,796-60.9% | $55,167-49.1% |
| Participation rate | 75.0% | 59.1%+15.9pp | 69.1%+5.9pp | 69.0%+6.0pp |
| Annual return | 6.92% | 12.36%-5.4pp | 78.04%-71.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $410 | $803-49.0% | $1,924-78.7% | $1,963-79.1% |
| Participant deferral / active EE | $664 | $2,064-67.8% | $2,794-76.2% | $3,054-78.3% |
| Admin fee / account holder | $68 | $650-89.5% | $4,815-98.6% | $504-86.5% |