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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $30,021 |
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 | $27,627 | $55,453-50.2% | $170,435-83.8% | $62,293-55.6% |
| Participation rate | 93.9% | 66.4%+27.6pp | 83.6%+10.3pp | 69.5%+24.4pp |
| Annual return | 13.46% | 21.38%-7.9pp | 205.94%-192.5pp | 28.90%-15.4pp |
| Employer contribution / active EE | $1,202 | $2,164-44.5% | $5,432-77.9% | $2,042-41.2% |
| Participant deferral / active EE | $2,306 | $2,303+0.1% | $4,939-53.3% | $3,169-27.3% |
| Admin fee / account holder | $142 | $455-68.9% | $13,881-99.0% | $479-70.4% |