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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $57,619 |
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 | $47,829 | $59,467-19.6% | $93,727-49.0% | $74,478-35.8% |
| Participation rate | 82.7% | 59.6%+23.0pp | 68.7%+13.9pp | 67.2%+15.4pp |
| Annual return | 16.13% | 82.14%-66.0pp | 133.83%-117.7pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $1,909 | $1,267+50.7% | $2,421-21.2% | $2,626-27.3% |
| Participant deferral / active EE | $3,429 | $3,052+12.4% | $4,417-22.4% | $4,350-21.2% |
| Admin fee / account holder | $10 | $3,028-99.7% | $8,292-99.9% | $1,946-99.5% |