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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $93,816 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,605 | $62,686-68.7% | $178,505-89.0% | $77,762-74.8% |
| Participation rate | 94.5% | 66.9%+27.6pp | 77.1%+17.4pp | 70.6%+23.9pp |
| Annual return | 30.84% | 16.16%+14.7pp | 27.16%+3.7pp | 31.27%-0.4pp |
| Employer contribution / active EE | $2,109 | $1,914+10.2% | $3,955-46.7% | $2,728-22.7% |
| Participant deferral / active EE | $4,741 | $4,224+12.2% | $6,280-24.5% | $4,651+1.9% |
| Admin fee / account holder | $28 | $386-92.7% | $10,428-99.7% | $433-93.5% |