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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $6,221 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,337 | $76,112-53.6% | $96,544-63.4% | $71,529-50.6% |
| Participation rate | 89.4% | 74.4%+15.0pp | 76.0%+13.4pp | 67.9%+21.4pp |
| Annual return | 17.46% | 22.80%-5.3pp | 25.88%-8.4pp | 28.97%-11.5pp |
| Employer contribution / active EE | $2,226 | $2,248-1.0% | $2,966-25.0% | $2,590-14.0% |
| Participant deferral / active EE | $4,435 | $4,217+5.2% | $4,851-8.6% | $4,291+3.3% |
| Admin fee / account holder | $37 | $2,708-98.6% | $8,254-99.6% | $1,588-97.7% |