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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $67,434 |
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 | $15,153 | $37,196-59.3% | $154,108-90.2% | $55,725-72.8% |
| Participation rate | 90.1% | 64.1%+26.0pp | 83.0%+7.1pp | 70.9%+19.2pp |
| Annual return | 6.89% | 1319.68%-1312.8pp | 735.21%-728.3pp | 244.93%-238.0pp |
| Employer contribution / active EE | $1,028 | $1,614-36.3% | $5,298-80.6% | $2,078-50.5% |
| Participant deferral / active EE | $702 | $2,068-66.1% | $5,081-86.2% | $3,356-79.1% |
| Admin fee / account holder | $46 | $102-54.7% | $13,411-99.7% | $115-60.1% |