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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $24,907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,923 | $82,674-74.7% | $125,363-83.3% | $68,495-69.5% |
| Participation rate | 64.0% | 75.0%-11.0pp | 82.4%-18.4pp | 67.9%-3.9pp |
| Annual return | -13.32% | -5.97%-7.4pp | 572.15%-585.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,591 | $3,382-53.0% | $4,815-67.0% | $2,596-38.7% |
| Participant deferral / active EE | $3,207 | $6,111-47.5% | $7,447-56.9% | $4,028-20.4% |
| Admin fee / account holder | $41 | $6,276-99.3% | $10,005-99.6% | $5,403-99.2% |