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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $34,378 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,358 | $65,083-70.3% | $143,788-86.5% | $66,930-71.1% |
| Participation rate | 66.7% | 65.2%+1.5pp | 80.3%-13.6pp | 69.8%-3.1pp |
| Annual return | -13.79% | -11.13%-2.7pp | -0.03%-13.8pp | 1.57%-15.4pp |
| Employer contribution / active EE | $946 | $2,361-59.9% | $4,952-80.9% | $2,545-62.8% |
| Participant deferral / active EE | $1,058 | $2,920-63.8% | $5,638-81.2% | $4,238-75.0% |
| Admin fee / account holder | $248 | $502-50.6% | $14,675-98.3% | $593-58.2% |