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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Other fees; D... | $60,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,417 | $31,388+28.8% | $73,550-45.0% | $62,293-35.1% |
| Participation rate | 87.8% | 39.9%+48.0pp | 54.9%+32.9pp | 69.5%+18.3pp |
| Annual return | 14.28% | 25.34%-11.1pp | -15.16%+29.4pp | 28.90%-14.6pp |
| Employer contribution / active EE | $2,319 | $498+365.7% | $1,219+90.2% | $2,042+13.5% |
| Participant deferral / active EE | $4,118 | $1,028+300.4% | $1,804+128.3% | $3,169+29.9% |
| Admin fee / account holder | $223 | $299-25.7% | $2,320-90.4% | $479-53.6% |