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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Ot... | $24,604 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,089 | $106,236-79.2% | $112,263-80.3% | $64,824-65.9% |
| Participation rate | 88.3% | 71.7%+16.6pp | 75.1%+13.2pp | 71.5%+16.8pp |
| Annual return | -16.48% | -6.02%-10.5pp | 27.49%-44.0pp | 32.84%-49.3pp |
| Employer contribution / active EE | $2,236 | $3,167-29.4% | $3,636-38.5% | $2,507-10.8% |
| Participant deferral / active EE | $4,933 | $3,786+30.3% | $4,729+4.3% | $4,311+14.4% |
| Admin fee / account holder | $86 | $452-81.0% | $6,410-98.7% | $188-54.4% |