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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $53,031 |
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).
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 | $64,754 | $101,591-36.3% | $147,096-56.0% | $74,429-13.0% |
| Participation rate | 37.1% | 75.5%-38.5pp | 82.2%-45.1pp | 67.2%-30.1pp |
| Annual return | 16.11% | 8746.45%-8730.3pp | 419.75%-403.6pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $1,223 | $3,813-67.9% | $4,936-75.2% | $2,625-53.4% |
| Participant deferral / active EE | $5,436 | $7,302-25.6% | $8,071-32.7% | $4,348+25.0% |
| Admin fee / account holder | $24 | $1,750-98.6% | $13,005-99.8% | $1,944-98.8% |