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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $123,209 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,207 | $92,090-15.1% | $106,201-26.4% | $77,671+0.7% |
| Participation rate | 91.4% | 81.0%+10.4pp | 75.3%+16.1pp | 70.6%+20.8pp |
| Annual return | 15.00% | 17.89%-2.9pp | 116.26%-101.3pp | 31.21%-16.2pp |
| Employer contribution / active EE | $2,697 | $3,368-19.9% | $3,170-14.9% | $2,726-1.1% |
| Participant deferral / active EE | $4,425 | $5,386-17.9% | $5,012-11.7% | $4,648-4.8% |
| Admin fee / account holder | $46 | $219-79.1% | $11,039-99.6% | $430-89.4% |