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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $31,280 |
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 | $58,200 | $101,653-42.7% | $147,080-60.4% | $74,459-21.8% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.2%+13.8pp | 67.2%+28.8pp |
| Annual return | 18.18% | 8754.98%-8736.8pp | 420.17%-402.0pp | 1369.70%-1351.5pp |
| Employer contribution / active EE | $6,359 | $3,813+66.8% | $4,933+28.9% | $2,626+142.2% |
| Participant deferral / active EE | $13,257 | $7,304+81.5% | $8,066+64.4% | $4,350+204.8% |
| Admin fee / account holder | $161 | $1,752-90.8% | $12,989-98.8% | $1,945-91.7% |