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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $17,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,682 | $75,832-83.3% | $147,617-91.4% | $59,633-78.7% |
| Participation rate | 68.4% | 71.6%-3.2pp | 84.6%-16.3pp | 68.7%-0.3pp |
| Annual return | 1.39% | 0.37%+1.0pp | 61.98%-60.6pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $654 | $3,485-81.2% | $5,564-88.2% | $2,203-70.3% |
| Participant deferral / active EE | $886 | $3,131-71.7% | $4,895-81.9% | $3,192-72.2% |
| Admin fee / account holder | $8 | $5,986-99.9% | $11,612-99.9% | $4,297-99.8% |