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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $42,759 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,973 | $43,423-7.9% | $78,676-49.2% | $55,167-27.5% |
| Participation rate | 72.5% | 68.0%+4.5pp | 73.6%-1.0pp | 69.0%+3.6pp |
| Annual return | 8.36% | 11.53%-3.2pp | 62.19%-53.8pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,430 | $1,997-28.4% | $2,850-49.8% | $1,963-27.1% |
| Participant deferral / active EE | $4,110 | $2,509+63.8% | $3,517+16.9% | $3,054+34.6% |
| Admin fee / account holder | $42 | $416-89.9% | $4,510-99.1% | $504-91.7% |