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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $67,824 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $41,723 | $100,801-58.6% | $149,730-72.1% | $73,412-43.2% |
| Participation rate | 90.8% | 77.7%+13.1pp | 82.5%+8.3pp | 72.2%+18.6pp |
| Annual return | 27.39% | 265.34%-237.9pp | 276.70%-249.3pp | 59.30%-31.9pp |
| Employer contribution / active EE | $2,805 | $3,312-15.3% | $4,645-39.6% | $2,234+25.6% |
| Participant deferral / active EE | $8,638 | $6,404+34.9% | $6,843+26.2% | $3,806+127.0% |
| Admin fee / account holder | $170 | $181-6.2% | $9,310-98.2% | $158+7.4% |