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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $116,797 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,990 | $44,626-66.4% | $86,235-82.6% | $80,169-81.3% |
| Participation rate | 86.0% | 63.5%+22.5pp | 69.0%+17.1pp | 72.9%+13.1pp |
| Annual return | 14.53% | 19.61%-5.1pp | 1170.03%-1155.5pp | 40.39%-25.9pp |
| Employer contribution / active EE | $0 | $1,099-100.0% | $2,381-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,231 | $2,769-55.5% | $3,987-69.1% | $5,016-75.5% |
| Admin fee / account holder | $28 | $133-78.8% | $6,856-99.6% | $145-80.5% |