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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Filed as: STANCORP FINANCIAL SERVICES Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $18,290 |
TRIAD ADVISORS INC1+ years Filed as: TRIAD ADVISORS Service code 27 · EIN 65-0173164 | Advisory (Plan) | $6,894 |
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).
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 | $44,766 | $37,117+20.6% | $147,618-69.7% | $55,191-18.9% |
| Participation rate | 44.8% | 63.6%-18.8pp | 84.6%-39.8pp | 69.2%-24.4pp |
| Annual return | -0.10% | 3.44%-3.5pp | 61.98%-62.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $677 | $1,620-58.2% | $5,565-87.8% | $1,899-64.4% |
| Participant deferral / active EE | $974 | $1,985-51.0% | $4,895-80.1% | $3,046-68.0% |
| Admin fee / account holder | $199 | $86+132.6% | $11,612-98.3% | $91+119.3% |