| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $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 | $89,123+459.1% | $102,460+386.3% | $77,762+540.7% |
| Participation rate | 93.7% | 80.9%+12.8pp | 76.5%+17.2pp | 70.6%+23.1pp |
| Annual return | 23.77% | 25.05%-1.3pp | 29.47%-5.7pp | 31.27%-7.5pp |
| Employer contribution / active EE | $6,575 | $2,700+143.5% | $3,025+117.4% | $2,728+141.0% |
| Participant deferral / active EE | $7,813 | $5,148+51.8% | $5,056+54.5% | $4,651+68.0% |
| Admin fee / account holder | $16 | $236-93.3% | $9,460-99.8% | $433-96.3% |