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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $70,330 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,301 | $36,916-61.3% | $156,549-90.9% | $57,658-75.2% |
| Participation rate | 86.8% | 63.4%+23.3pp | 84.0%+2.7pp | 70.2%+16.5pp |
| Annual return | 4.51% | 12.38%-7.9pp | 32.23%-27.7pp | 5.13%-0.6pp |
| Employer contribution / active EE | $309 | $1,571-80.3% | $5,501-94.4% | $1,974-84.3% |
| Participant deferral / active EE | $1,050 | $1,926-45.5% | $4,871-78.5% | $3,061-65.7% |
| Admin fee / account holder | $35 | $82-57.0% | $13,027-99.7% | $95-62.5% |