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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $86,644 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,659 | $65,071-56.0% | $143,770-80.1% | $66,923-57.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.12% | -11.14%-5.0pp | -0.04%-16.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,996 | $2,361+26.9% | $4,951-39.5% | $2,545+17.8% |
| Participant deferral / active EE | $4,450 | $2,919+52.4% | $5,638-21.1% | $4,237+5.0% |
| Admin fee / account holder | $40 | $502-92.1% | $14,673-99.7% | $593-93.3% |