Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $21,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,485-100.0% | $185,823-100.0% | $86,799-100.0% |
| Participation rate | 0.0% | 65.5%-65.5pp | 81.7%-81.7pp | 72.3%-72.3pp |
| Annual return | 28.99% | 118.04%-89.1pp | 122.05%-93.1pp | 97.91%-68.9pp |
| Employer contribution / active EE | $487 | $1,843-73.6% | $5,167-90.6% | $2,405-79.7% |
| Participant deferral / active EE | $1,254 | $2,553-50.9% | $5,568-77.5% | $4,131-69.6% |
| Admin fee / account holder | $0 | $150-100.0% | $16,237-100.0% | $170-100.0% |