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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $30,571 |
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 | $167,918 | $88,186+90.4% | $165,071+1.7% | $74,459+125.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 12.92% | 17.13%-4.2pp | 70.17%-57.3pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $5,132 | $2,600+97.4% | $4,347+18.1% | $2,626+95.5% |
| Participant deferral / active EE | $8,458 | $4,505+87.8% | $6,035+40.2% | $4,350+94.5% |
| Admin fee / account holder | $26 | $2,234-98.8% | $12,695-99.8% | $1,945-98.7% |