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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $17,374 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,873 | $73,848-94.8% | $143,799-97.3% | $68,486-94.3% |
| Participation rate | 81.8% | 66.7%+15.2pp | 80.3%+1.5pp | 67.9%+13.9pp |
| Annual return | -31.78% | 0.91%-32.7pp | -0.04%-31.7pp | -7.85%-23.9pp |
| Employer contribution / active EE | $599 | $3,184-81.2% | $4,952-87.9% | $2,597-76.9% |
| Participant deferral / active EE | $2,403 | $3,385-29.0% | $5,638-57.4% | $4,028-40.3% |
| Admin fee / account holder | $200 | $5,755-96.5% | $14,677-98.6% | $5,404-96.3% |