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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $50,246 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $40,542 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,310 | $89,248-71.6% | $136,007-81.4% | $74,495-66.0% |
| Participation rate | 87.2% | 69.4%+17.8pp | 76.5%+10.8pp | 67.2%+20.0pp |
| Annual return | 10.31% | 22.76%-12.4pp | 579.32%-569.0pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $2,193 | $2,838-22.7% | $4,217-48.0% | $2,623-16.4% |
| Participant deferral / active EE | $3,243 | $4,598-29.5% | $7,025-53.8% | $4,346-25.4% |
| Admin fee / account holder | $203 | $1,545-86.9% | $6,858-97.0% | $1,942-89.6% |