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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $210,295 |
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 | $114,006 | $122,585-7.0% | $184,256-38.1% | $200,096-43.0% |
| Participation rate | 99.2% | 86.9%+12.2pp | 86.8%+12.3pp | 72.0%+27.1pp |
| Annual return | 16.69% | 144.12%-127.4pp | 28.85%-12.2pp | 34.26%-17.6pp |
| Employer contribution / active EE | $4,913 | $4,571+7.5% | $6,427-23.6% | $3,038+61.7% |
| Participant deferral / active EE | $8,906 | $7,972+11.7% | $9,133-2.5% | $5,090+75.0% |
| Admin fee / account holder | $21 | $120-82.8% | $13,899-99.9% | $269-92.3% |