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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $87,485 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,286 | $92,055-19.3% | $106,213-30.1% | $77,643-4.3% |
| Participation rate | 95.8% | 81.0%+14.7pp | 75.3%+20.5pp | 70.6%+25.2pp |
| Annual return | 11.21% | 17.91%-6.7pp | 116.14%-104.9pp | 31.24%-20.0pp |
| Employer contribution / active EE | $1,105 | $3,367-67.2% | $3,171-65.2% | $2,726-59.5% |
| Participant deferral / active EE | $3,743 | $5,386-30.5% | $5,016-25.4% | $4,647-19.5% |
| Admin fee / account holder | $18 | $219-91.7% | $11,033-99.8% | $430-95.8% |