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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $23,447 |
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 | $51,661 | $75,388-31.5% | $123,553-58.2% | $55,725-7.3% |
| Participation rate | 91.8% | 75.7%+16.1pp | 82.3%+9.5pp | 70.9%+20.9pp |
| Annual return | 11.27% | 4.48%+6.8pp | 119.21%-107.9pp | 244.93%-233.7pp |
| Employer contribution / active EE | $11,615 | $3,063+279.2% | $4,628+151.0% | $2,078+458.9% |
| Participant deferral / active EE | $12,705 | $5,651+124.8% | $6,426+97.7% | $3,356+278.6% |
| Admin fee / account holder | $86 | $120-28.5% | $9,284-99.1% | $115-25.7% |