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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $113,521 |
Service code 27 · EIN 27-1667654 | Advisory (Plan) | $65,417 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $23,693 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,081 | $46,325-7.0% | $143,788-70.0% | $64,814-33.5% |
| Participation rate | 92.3% | 64.2%+28.1pp | 80.3%+12.0pp | 71.5%+20.9pp |
| Annual return | -16.25% | -10.05%-6.2pp | -0.03%-16.2pp | 32.84%-49.1pp |
| Employer contribution / active EE | $2,424 | $1,911+26.8% | $4,952-51.1% | $2,507-3.3% |
| Participant deferral / active EE | $5,226 | $2,647+97.5% | $5,638-7.3% | $4,310+21.2% |
| Admin fee / account holder | $159 | $154+3.5% | $14,675-98.9% | $188-15.2% |