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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $98,999 |
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 | $73,121 | $81,948-10.8% | $90,766-19.4% | $64,824+12.8% |
| Participation rate | 83.9% | 80.5%+3.4pp | 75.7%+8.2pp | 71.5%+12.4pp |
| Annual return | -17.20% | -12.53%-4.7pp | -12.16%-5.0pp | 32.84%-50.0pp |
| Employer contribution / active EE | $2,449 | $3,067-20.2% | $2,922-16.2% | $2,507-2.3% |
| Participant deferral / active EE | $3,974 | $4,844-18.0% | $4,565-12.9% | $4,311-7.8% |
| Admin fee / account holder | $33 | $157-78.7% | $8,446-99.6% | $188-82.2% |