Filed November 2, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $49,371 |
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 | $13,670 | $37,196-63.2% | $154,114-91.1% | $55,725-75.5% |
| Participation rate | 91.2% | 64.1%+27.1pp | 83.0%+8.1pp | 70.9%+20.3pp |
| Annual return | -5.66% | 1319.68%-1325.3pp | 735.16%-740.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $537 | $1,614-66.7% | $5,298-89.9% | $2,078-74.2% |
| Participant deferral / active EE | $2,020 | $2,068-2.3% | $5,081-60.2% | $3,356-39.8% |
| Admin fee / account holder | $32 | $102-68.4% | $13,411-99.8% | $115-72.1% |