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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $42,810 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,374 | $72,177-34.4% | $115,037-58.8% | $59,632-20.6% |
| Participation rate | 65.3% | 72.6%-7.2pp | 81.4%-16.0pp | 68.7%-3.3pp |
| Annual return | -1.79% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.32%-2043.1pp |
| Employer contribution / active EE | $3,119 | $2,841+9.8% | $4,608-32.3% | $2,203+41.6% |
| Participant deferral / active EE | $10,995 | $4,783+129.9% | $6,026+82.4% | $3,192+244.5% |
| Admin fee / account holder | $41 | $4,927-99.2% | $8,175-99.5% | $4,297-99.1% |