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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $31,159 |
USI CONSULTING GROUP10+ years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1396347 | Advisory (Plan) | $24,033 |
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 | $50,251 | $102,393-50.9% | $147,041-65.8% | $80,911-37.9% |
| Participation rate | 88.8% | 75.9%+12.9pp | 82.2%+6.6pp | 67.6%+21.1pp |
| Annual return | 12.04% | 134.95%-122.9pp | 419.21%-407.2pp | 35.63%-23.6pp |
| Employer contribution / active EE | $1,423 | $3,715-61.7% | $4,935-71.2% | $2,756-48.4% |
| Participant deferral / active EE | $5,674 | $6,647-14.6% | $8,071-29.7% | $4,297+32.0% |
| Admin fee / account holder | $271 | $7,943-96.6% | $13,006-97.9% | $6,935-96.1% |