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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $27,222 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,736 | $56,640-17.5% | $78,002-40.1% | $55,167-15.3% |
| Participation rate | 84.5% | 73.3%+11.1pp | 75.5%+8.9pp | 69.0%+15.5pp |
| Annual return | -1.29% | 2868.48%-2869.8pp | 425.99%-427.3pp | 169.23%-170.5pp |
| Employer contribution / active EE | $1,420 | $1,724-17.6% | $2,470-42.5% | $1,963-27.6% |
| Participant deferral / active EE | $3,795 | $2,778+36.6% | $3,497+8.5% | $3,054+24.2% |
| Admin fee / account holder | $40 | $467-91.4% | $5,481-99.3% | $504-92.0% |