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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $49,922 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $25,572 |
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 | $39,750 | $52,293-24.0% | $178,499-77.7% | $73,412-45.9% |
| Participation rate | 85.6% | 65.3%+20.3pp | 81.9%+3.7pp | 72.2%+13.4pp |
| Annual return | 19.49% | 34.75%-15.3pp | 151.10%-131.6pp | 59.30%-39.8pp |
| Employer contribution / active EE | $940 | $1,735-45.8% | $5,011-81.2% | $2,234-57.9% |
| Participant deferral / active EE | $4,168 | $2,332+78.7% | $5,202-19.9% | $3,806+9.5% |
| Admin fee / account holder | $253 | $127+98.3% | $13,986-98.2% | $158+59.9% |