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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Filed as: STANCORP FINANCIAL SERVICES Service code 12 · EIN 93-1257536 | Custodial (other than securities); Di... | $34,073 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $21,333 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,288 | $65,083-55.0% | $143,788-79.6% | $66,930-56.2% |
| Participation rate | 96.6% | 65.2%+31.4pp | 80.3%+16.3pp | 69.8%+26.8pp |
| Annual return | -5.36% | -11.13%+5.8pp | -0.03%-5.3pp | 1.57%-6.9pp |
| Employer contribution / active EE | $2,376 | $2,361+0.6% | $4,952-52.0% | $2,545-6.6% |
| Participant deferral / active EE | $4,952 | $2,920+69.6% | $5,638-12.2% | $4,238+16.8% |
| Admin fee / account holder | $181 | $502-64.0% | $14,675-98.8% | $593-69.5% |