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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $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 | $55,446+252.1% | $155,574+25.5% | $74,429+162.3% |
| Participation rate | 99.6% | 61.9%+37.6pp | 78.2%+21.3pp | 67.2%+32.3pp |
| Annual return | 14.42% | 269.20%-254.8pp | 64.87%-50.4pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $8,381 | $2,266+269.9% | $4,676+79.3% | $2,625+219.3% |
| Participant deferral / active EE | $5,355 | $2,836+88.8% | $5,629-4.9% | $4,348+23.1% |
| Admin fee / account holder | $31 | $1,743-98.2% | $15,914-99.8% | $1,944-98.4% |