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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $53,924 |
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 | $34,085 | $69,305-50.8% | $82,312-58.6% | $69,631-51.0% |
| Participation rate | 99.6% | 80.3%+19.3pp | 76.9%+22.7pp | 70.7%+28.9pp |
| Annual return | 49.41% | 21.47%+27.9pp | 25.88%+23.5pp | 27571.02%-27521.6pp |
| Employer contribution / active EE | $3,174 | $1,887+68.2% | $2,428+30.7% | $2,032+56.2% |
| Participant deferral / active EE | $6,320 | $3,568+77.1% | $3,706+70.5% | $3,224+96.0% |
| Admin fee / account holder | $26 | $97-73.1% | $5,608-99.5% | $110-76.3% |