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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $18,482 |
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 | $35,694 | $54,213-34.2% | $93,696-61.9% | $77,736-54.1% |
| Participation rate | 94.1% | 64.0%+30.1pp | 68.7%+25.4pp | 70.6%+23.5pp |
| Annual return | 12.44% | 30.55%-18.1pp | 133.74%-121.3pp | 31.26%-18.8pp |
| Employer contribution / active EE | $1,975 | $1,168+69.1% | $2,422-18.4% | $2,728-27.6% |
| Participant deferral / active EE | $4,263 | $3,145+35.5% | $4,417-3.5% | $4,651-8.3% |
| Admin fee / account holder | $37 | $575-93.5% | $8,287-99.5% | $433-91.4% |