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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Other fees; Custod... | $31,409 |
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 | $50,151 | $66,124-24.2% | $90,440-44.5% | $73,493-31.8% |
| Participation rate | 95.8% | 69.7%+26.1pp | 72.7%+23.1pp | 70.7%+25.1pp |
| Annual return | 4.66% | 17.65%-13.0pp | 1294.38%-1289.7pp | 28.51%-23.8pp |
| Employer contribution / active EE | $3,793 | $2,346+61.6% | $3,263+16.2% | $2,270+67.1% |
| Participant deferral / active EE | $6,344 | $3,039+108.8% | $3,964+60.1% | $3,740+69.6% |
| Admin fee / account holder | $155 | $396-60.8% | $5,615-97.2% | $513-69.7% |