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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $86,955 |
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 | $95,213 | $85,135+11.8% | $98,920-3.7% | $73,412+29.7% |
| Participation rate | 81.9% | 81.1%+0.7pp | 76.0%+5.8pp | 72.2%+9.7pp |
| Annual return | 19.58% | 19.14%+0.4pp | 196.47%-176.9pp | 59.30%-39.7pp |
| Employer contribution / active EE | $2,076 | $2,721-23.7% | $2,689-22.8% | $2,234-7.1% |
| Participant deferral / active EE | $3,927 | $4,349-9.7% | $4,245-7.5% | $3,806+3.2% |
| Admin fee / account holder | $33 | $139-76.4% | $6,643-99.5% | $158-79.2% |