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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $37,463 |
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 | $18,316 | $52,961-65.4% | $172,752-89.4% | $65,185-71.9% |
| Participation rate | 96.0% | 66.2%+29.8pp | 82.6%+13.3pp | 70.2%+25.8pp |
| Annual return | 16.55% | 30.12%-13.6pp | 802.97%-786.4pp | 29.38%-12.8pp |
| Employer contribution / active EE | $1,027 | $2,190-53.1% | $5,144-80.0% | $2,177-52.8% |
| Participant deferral / active EE | $2,196 | $2,471-11.1% | $5,198-57.8% | $3,514-37.5% |
| Admin fee / account holder | $94 | $472-80.1% | $13,955-99.3% | $847-88.9% |