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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $90,301 |
Annual investment return 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,312 | $51,166-29.0% | $70,544-48.5% | $71,511-49.2% |
| Participation rate | 77.5% | 59.4%+18.1pp | 68.4%+9.1pp | 67.9%+9.6pp |
| Annual return | 12.33% | 42.71%-30.4pp | 32.79%-20.5pp | 28.86%-16.5pp |
| Employer contribution / active EE | $1,832 | $1,793+2.2% | $2,976-38.4% | $2,589-29.2% |
| Participant deferral / active EE | $4,062 | $3,031+34.0% | $4,568-11.1% | $4,291-5.3% |
| Admin fee / account holder | $127 | $2,000-93.7% | $6,427-98.0% | $1,588-92.0% |