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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $14,574 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $1,976 | $50,175-96.1% | $99,475-98.0% | $65,185-97.0% |
| Participation rate | 73.3% | 68.4%+4.9pp | 73.8%-0.5pp | 70.2%+3.1pp |
| Annual return | 30.28% | 25.36%+4.9pp | 30.72%-0.4pp | 29.38%+0.9pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,540-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,461 | $2,748-46.8% | $3,619-59.6% | $3,514-58.4% |
| Admin fee / account holder | $57 | $398-85.6% | $6,252-99.1% | $847-93.2% |