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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $127,958 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,730 | $68,413-52.2% | $123,104-73.4% | $55,191-40.7% |
| Participation rate | 99.6% | 84.5%+15.1pp | 86.8%+12.9pp | 69.2%+30.5pp |
| Annual return | 1.47% | 6.30%-4.8pp | 13.22%-11.7pp | 10.78%-9.3pp |
| Employer contribution / active EE | $562 | $3,050-81.6% | $5,151-89.1% | $1,899-70.4% |
| Participant deferral / active EE | $4,864 | $4,490+8.3% | $6,230-21.9% | $3,046+59.7% |
| Admin fee / account holder | $28 | $88-68.1% | $9,015-99.7% | $91-69.2% |