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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $28,277 |
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).
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 | $14,910 | $89,652-83.4% | $141,191-89.4% | $65,185-77.1% |
| Participation rate | 92.0% | 74.7%+17.3pp | 82.5%+9.5pp | 70.2%+21.8pp |
| Annual return | 25.56% | 32.79%-7.2pp | 71.41%-45.8pp | 29.38%-3.8pp |
| Employer contribution / active EE | $3,268 | $3,065+6.6% | $4,736-31.0% | $2,177+50.1% |
| Participant deferral / active EE | $5,880 | $5,691+3.3% | $6,710-12.4% | $3,514+67.3% |
| Admin fee / account holder | $30 | $569-94.7% | $10,264-99.7% | $847-96.5% |