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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $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 | $59,456-19.6% | $93,669-48.9% | $74,429-35.7% |
| Participation rate | 82.7% | 59.6%+23.0pp | 68.7%+13.9pp | 67.2%+15.4pp |
| Annual return | 16.13% | 82.00%-65.9pp | 133.59%-117.5pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $1,909 | $1,266+50.8% | $2,424-21.2% | $2,625-27.3% |
| Participant deferral / active EE | $3,429 | $3,052+12.4% | $4,416-22.3% | $4,348-21.1% |
| Admin fee / account holder | $10 | $3,026-99.7% | $8,291-99.9% | $1,944-99.5% |