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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $11,789 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,324 | $70,002-72.4% | $115,037-83.2% | $52,331-63.1% |
| Participation rate | 94.5% | 72.1%+22.4pp | 81.4%+13.1pp | 68.1%+26.4pp |
| Annual return | 19.50% | 4.04%+15.5pp | 26.14%-6.6pp | 4.54%+15.0pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $9,282 | $4,920+88.7% | $6,026+54.0% | $3,022+207.1% |
| Admin fee / account holder | $50 | $566-91.2% | $8,175-99.4% | $592-91.6% |