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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $25,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,075 | $86,050-72.0% | $189,758-87.3% | $94,015-74.4% |
| Participation rate | 51.2% | 68.9%-17.7pp | 79.8%-28.6pp | 70.8%-19.6pp |
| Annual return | 9.03% | 17.77%-8.7pp | 52.62%-43.6pp | 17.84%-8.8pp |
| Employer contribution / active EE | $826 | $2,819-70.7% | $4,767-82.7% | $2,790-70.4% |
| Participant deferral / active EE | $1,304 | $3,349-61.1% | $5,856-77.7% | $4,249-69.3% |
| Admin fee / account holder | $209 | $6,627-96.9% | $20,388-99.0% | $8,951-97.7% |