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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $21,418 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $6,386 |
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 | $45,680 | $46,332-1.4% | $143,797-68.2% | $64,824-29.5% |
| Participation rate | 88.9% | 64.2%+24.6pp | 80.3%+8.6pp | 71.5%+17.4pp |
| Annual return | -7.35% | -10.05%+2.7pp | -0.04%-7.3pp | 32.84%-40.2pp |
| Employer contribution / active EE | $1,757 | $1,911-8.1% | $4,952-64.5% | $2,507-29.9% |
| Participant deferral / active EE | $3,010 | $2,647+13.7% | $5,638-46.6% | $4,311-30.2% |
| Admin fee / account holder | $105 | $154-31.9% | $14,679-99.3% | $188-44.2% |