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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $93,701 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $498,249 | $89,093+459.2% | $102,434+386.4% | $77,736+540.9% |
| Participation rate | 93.7% | 80.9%+12.7pp | 76.5%+17.2pp | 70.6%+23.1pp |
| Annual return | 23.77% | 25.03%-1.3pp | 29.46%-5.7pp | 31.26%-7.5pp |
| Employer contribution / active EE | $6,575 | $2,699+143.6% | $3,023+117.5% | $2,728+141.1% |
| Participant deferral / active EE | $7,813 | $5,147+51.8% | $5,055+54.6% | $4,651+68.0% |
| Admin fee / account holder | $16 | $236-93.3% | $9,462-99.8% | $433-96.3% |