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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $26,299 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,579 | $51,620-19.5% | $90,304-54.0% | $65,185-36.2% |
| Participation rate | 95.1% | 68.6%+26.5pp | 73.3%+21.9pp | 70.2%+24.9pp |
| Annual return | 7.71% | 24.94%-17.2pp | 78.13%-70.4pp | 29.38%-21.7pp |
| Employer contribution / active EE | $3,454 | $2,235+54.5% | $2,855+21.0% | $2,177+58.7% |
| Participant deferral / active EE | $5,035 | $2,871+75.4% | $3,885+29.6% | $3,514+43.3% |
| Admin fee / account holder | $128 | $384-66.8% | $5,354-97.6% | $847-84.9% |