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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $28,785 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,716 | $52,967-68.4% | $172,753-90.3% | $65,186-74.4% |
| Participation rate | 76.9% | 66.2%+10.7pp | 82.6%-5.8pp | 70.2%+6.7pp |
| Annual return | 5.03% | 30.12%-25.1pp | 803.00%-798.0pp | 29.39%-24.4pp |
| Employer contribution / active EE | $920 | $2,190-58.0% | $5,144-82.1% | $2,177-57.7% |
| Participant deferral / active EE | $1,613 | $2,471-34.7% | $5,198-69.0% | $3,514-54.1% |
| Admin fee / account holder | $182 | $472-61.4% | $13,956-98.7% | $847-78.5% |