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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $60,643 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $34,205 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,513 | $55,416-19.7% | $75,972-41.4% | $77,643-42.7% |
| Participation rate | 76.8% | 63.6%+13.2pp | 69.1%+7.7pp | 70.6%+6.2pp |
| Annual return | 9.99% | 17.07%-7.1pp | 359.55%-349.6pp | 31.24%-21.2pp |
| Employer contribution / active EE | $904 | $1,788-49.4% | $2,685-66.3% | $2,726-66.8% |
| Participant deferral / active EE | $4,204 | $3,447+22.0% | $4,255-1.2% | $4,647-9.5% |
| Admin fee / account holder | $119 | $414-71.2% | $6,467-98.2% | $430-72.3% |