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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $43,599 |
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 | $35,028 | $76,112-54.0% | $96,534-63.7% | $71,511-51.0% |
| Participation rate | 83.0% | 74.4%+8.6pp | 76.0%+7.1pp | 67.9%+15.1pp |
| Annual return | 17.60% | 22.81%-5.2pp | 25.88%-8.3pp | 28.86%-11.3pp |
| Employer contribution / active EE | $1,818 | $2,248-19.1% | $2,965-38.7% | $2,589-29.8% |
| Participant deferral / active EE | $3,206 | $4,217-24.0% | $4,851-33.9% | $4,291-25.3% |
| Admin fee / account holder | $31 | $2,708-98.9% | $8,253-99.6% | $1,588-98.1% |