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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $27,370 |
Service code 27 · EIN 27-1746834 | Advisory (Plan) | $6,814 |
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 | $14,605 | $47,977-69.6% | $154,108-90.5% | $56,289-74.1% |
| Participation rate | 76.4% | 66.2%+10.2pp | 83.0%-6.7pp | 69.9%+6.5pp |
| Annual return | 10.00% | 3.54%+6.5pp | 735.21%-725.2pp | -9.96%+20.0pp |
| Employer contribution / active EE | $1,060 | $2,169-51.1% | $5,298-80.0% | $2,111-49.8% |
| Participant deferral / active EE | $1,571 | $2,392-34.3% | $5,081-69.1% | $3,350-53.1% |
| Admin fee / account holder | $167 | $438-61.9% | $13,411-98.8% | $521-68.0% |