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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $38,814 |
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 | $195,246 | $55,472+252.0% | $155,567+25.5% | $74,546+161.9% |
| Participation rate | 99.6% | 61.9%+37.6pp | 78.2%+21.4pp | 67.2%+32.3pp |
| Annual return | 14.42% | 268.72%-254.3pp | 64.74%-50.3pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $8,381 | $2,269+269.4% | $4,674+79.3% | $2,624+219.4% |
| Participant deferral / active EE | $5,355 | $2,838+88.7% | $5,628-4.9% | $4,347+23.2% |
| Admin fee / account holder | $31 | $1,743-98.2% | $15,916-99.8% | $1,944-98.4% |