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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $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 | $73,149-38.4% | $120,580-62.6% | $77,762-42.1% |
| Participation rate | 96.3% | 55.2%+41.1pp | 72.0%+24.3pp | 70.6%+25.7pp |
| Annual return | 11.01% | 18.24%-7.2pp | 107.48%-96.5pp | 31.27%-20.3pp |
| Employer contribution / active EE | $2,852 | $1,793+59.0% | $3,469-17.8% | $2,728+4.5% |
| Participant deferral / active EE | $2,145 | $3,006-28.6% | $4,995-57.1% | $4,651-53.9% |
| Admin fee / account holder | $107 | $660-83.7% | $9,418-98.9% | $433-75.2% |