Filed December 26, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $71,832 |
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 | $17,784 | $46,332-61.6% | $143,797-87.6% | $64,824-72.6% |
| Participation rate | 97.1% | 64.2%+32.8pp | 80.3%+16.8pp | 71.5%+25.6pp |
| Annual return | -16.32% | -10.05%-6.3pp | -0.04%-16.3pp | 32.84%-49.2pp |
| Employer contribution / active EE | $1,415 | $1,911-26.0% | $4,952-71.4% | $2,507-43.6% |
| Participant deferral / active EE | $3,521 | $2,647+33.0% | $5,638-37.5% | $4,311-18.3% |
| Admin fee / account holder | $42 | $154-72.9% | $14,679-99.7% | $188-77.8% |