Filed November 2, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $50,924 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,168 | $55,453-72.6% | $170,435-91.1% | $62,293-75.7% |
| Participation rate | 93.1% | 66.4%+26.8pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 14.22% | 21.38%-7.2pp | 205.94%-191.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $538 | $2,164-75.2% | $5,432-90.1% | $2,042-73.7% |
| Participant deferral / active EE | $2,076 | $2,303-9.9% | $4,939-58.0% | $3,169-34.5% |
| Admin fee / account holder | $33 | $455-92.8% | $13,881-99.8% | $479-93.1% |