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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $37,081 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $21,417 |
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 | $31,726 | $42,901-26.0% | $91,225-65.2% | $64,814-51.1% |
| Participation rate | 93.7% | 68.1%+25.6pp | 73.2%+20.5pp | 71.5%+22.3pp |
| Annual return | -14.07% | -13.53%-0.5pp | 114.10%-128.2pp | 32.84%-46.9pp |
| Employer contribution / active EE | $1,214 | $1,571-22.7% | $2,851-57.4% | $2,507-51.6% |
| Participant deferral / active EE | $3,904 | $3,501+11.5% | $4,234-7.8% | $4,310-9.4% |
| Admin fee / account holder | $209 | $131+59.8% | $5,422-96.1% | $188+11.5% |