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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Claims processing; Custodial (other t... | $7,631 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,619 | $55,472+2.1% | $155,567-63.6% | $74,546-24.0% |
| Participation rate | 94.5% | 61.9%+32.6pp | 78.2%+16.3pp | 67.2%+27.3pp |
| Annual return | 11.27% | 268.72%-257.4pp | 64.74%-53.5pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $3,323 | $2,269+46.5% | $4,674-28.9% | $2,624+26.6% |
| Participant deferral / active EE | $4,337 | $2,838+52.8% | $5,628-22.9% | $4,347-0.2% |
| Admin fee / account holder | $35 | $1,743-98.0% | $15,916-99.8% | $1,944-98.2% |