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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $21,113 |
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 | $4,271 | $55,122-92.3% | $104,639-95.9% | $73,497-94.2% |
| Participation rate | 84.5% | 67.7%+16.8pp | 74.1%+10.4pp | 70.7%+13.8pp |
| Annual return | 25.58% | 24.77%+0.8pp | 340.67%-315.1pp | 28.51%-2.9pp |
| Employer contribution / active EE | $0 | $1,464-100.0% | $2,682-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,460 | $2,919-15.7% | $3,738-34.2% | $3,740-34.2% |
| Admin fee / account holder | $105 | $423-75.1% | $6,465-98.4% | $513-79.5% |