Filed August 10, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $25,847 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $54,498 | $155,795-65.0% | $136,294-60.0% | $69,631-21.7% |
| Participation rate | 5.9% | 75.2%-69.4pp | 81.9%-76.1pp | 70.7%-64.8pp |
| Annual return | 30.52% | 232464.33%-232433.8pp | 5155.94%-5125.4pp | 27571.02%-27540.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $476 | $5,394-91.2% | $6,247-92.4% | $3,224-85.2% |
| Admin fee / account holder | $30 | $128-77.0% | $9,243-99.7% | $110-73.3% |