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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $21,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $39,158 | $42,772-8.5% | $87,502-55.2% | $55,167-29.0% |
| Participation rate | 48.5% | 66.5%-18.0pp | 73.8%-25.3pp | 69.0%-20.5pp |
| Annual return | 9.24% | 21.20%-12.0pp | 12.21%-3.0pp | 169.23%-160.0pp |
| Employer contribution / active EE | $369 | $1,277-71.1% | $2,550-85.5% | $1,963-81.2% |
| Participant deferral / active EE | $1,891 | $2,342-19.2% | $3,149-39.9% | $3,054-38.1% |
| Admin fee / account holder | $205 | $461-55.6% | $4,221-95.1% | $504-59.3% |