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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $41,183 |
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 | $16,400 | $36,767-55.4% | $81,473-79.9% | $62,293-73.7% |
| Participation rate | 79.8% | 54.4%+25.4pp | 68.0%+11.9pp | 69.5%+10.3pp |
| Annual return | 15.66% | 173.80%-158.1pp | 38.78%-23.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $413 | $1,128-63.4% | $2,568-83.9% | $2,042-79.8% |
| Participant deferral / active EE | $3,633 | $2,111+72.2% | $3,537+2.7% | $3,169+14.6% |
| Admin fee / account holder | $53 | $797-93.4% | $4,561-98.8% | $479-89.0% |