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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $30,664 |
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 | $33,068 | $80,177-58.8% | $123,894-73.3% | $57,658-42.6% |
| Participation rate | 96.2% | 74.4%+21.8pp | 81.4%+14.8pp | 70.2%+26.0pp |
| Annual return | 61.40% | 17.90%+43.5pp | 47.52%+13.9pp | 5.13%+56.3pp |
| Employer contribution / active EE | $4,946 | $2,913+69.8% | $4,617+7.1% | $1,974+150.6% |
| Participant deferral / active EE | $10,040 | $5,130+95.7% | $5,984+67.8% | $3,061+228.0% |
| Admin fee / account holder | $94 | $106-11.3% | $8,357-98.9% | $95-0.3% |