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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $28,215 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,050 | $72,994-38.3% | $120,368-62.6% | $77,671-42.0% |
| Participation rate | 96.3% | 55.2%+41.0pp | 71.9%+24.4pp | 70.6%+25.7pp |
| Annual return | 11.01% | 18.23%-7.2pp | 107.26%-96.2pp | 31.21%-20.2pp |
| Employer contribution / active EE | $2,852 | $1,793+59.1% | $3,465-17.7% | $2,726+4.6% |
| Participant deferral / active EE | $2,145 | $3,011-28.8% | $4,991-57.0% | $4,648-53.9% |
| Admin fee / account holder | $107 | $658-83.7% | $9,429-98.9% | $430-75.1% |