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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $32,367 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $15,774 |
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 | $30,200 | $51,447-41.3% | $104,625-71.1% | $73,412-58.9% |
| Participation rate | 91.8% | 68.2%+23.6pp | 74.1%+17.7pp | 72.2%+19.6pp |
| Annual return | 15.75% | 25.06%-9.3pp | 340.60%-324.9pp | 59.30%-43.5pp |
| Employer contribution / active EE | $345 | $1,441-76.0% | $2,681-87.1% | $2,234-84.5% |
| Participant deferral / active EE | $3,246 | $3,058+6.2% | $3,738-13.1% | $3,806-14.7% |
| Admin fee / account holder | $182 | $122+49.5% | $6,465-97.2% | $158+15.5% |