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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $62,755 |
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).
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 | $23,997 | $44,425-46.0% | $67,834-64.6% | $55,167-56.5% |
| Participation rate | 68.4% | 59.7%+8.7pp | 68.8%-0.4pp | 69.0%-0.6pp |
| Annual return | 5.91% | 17.80%-11.9pp | 138.47%-132.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $953 | $1,351-29.5% | $2,403-60.4% | $1,963-51.5% |
| Participant deferral / active EE | $3,608 | $2,166+66.6% | $3,160+14.2% | $3,054+18.1% |
| Admin fee / account holder | $178 | $530-66.4% | $4,622-96.1% | $504-64.6% |