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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $26,480 |
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 | $23,231 | $46,732-50.3% | $156,551-85.2% | $55,167-57.9% |
| Participation rate | 91.6% | 65.8%+25.8pp | 84.0%+7.6pp | 69.0%+22.6pp |
| Annual return | 13.81% | 17.72%-3.9pp | 32.23%-18.4pp | 169.23%-155.4pp |
| Employer contribution / active EE | $981 | $2,105-53.4% | $5,501-82.2% | $1,963-50.0% |
| Participant deferral / active EE | $1,700 | $2,204-22.9% | $4,871-65.1% | $3,054-44.3% |
| Admin fee / account holder | $145 | $418-65.4% | $13,028-98.9% | $504-71.3% |