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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $42,084 |
STANDARD RETIREMENT SERVICES2+ years Service code 19 | Securities Custodian | $1,416 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,592 | $56,640-63.6% | $78,002-73.6% | $55,167-62.7% |
| Participation rate | 86.0% | 73.3%+12.7pp | 75.5%+10.5pp | 69.0%+17.0pp |
| Annual return | 5.61% | 2868.48%-2862.9pp | 425.99%-420.4pp | 169.23%-163.6pp |
| Employer contribution / active EE | $913 | $1,724-47.0% | $2,470-63.0% | $1,963-53.5% |
| Participant deferral / active EE | $2,957 | $2,778+6.4% | $3,497-15.4% | $3,054-3.2% |
| Admin fee / account holder | $242 | $467-48.1% | $5,481-95.6% | $504-51.9% |