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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $52,777 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,747 | $62,324+7.1% | $68,509-2.6% | $55,191+20.9% |
| Participation rate | 78.3% | 78.9%-0.6pp | 74.7%+3.5pp | 69.2%+9.1pp |
| Annual return | 8.08% | 4.26%+3.8pp | 8.27%-0.2pp | 10.78%-2.7pp |
| Employer contribution / active EE | $1,568 | $2,223-29.5% | $2,278-31.2% | $1,899-17.4% |
| Participant deferral / active EE | $2,997 | $3,425-12.5% | $3,382-11.4% | $3,046-1.6% |
| Admin fee / account holder | $46 | $91-49.2% | $5,275-99.1% | $91-48.9% |