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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Filed as: STANCORP FINANCIAL SERVICES Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $23,711 |
TRIAD ADVISORS INC4+ years Filed as: TRIAD ADVISORS Service code 27 · EIN 65-0173164 | Advisory (Plan) | $9,232 |
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 | $33,168 | $47,977-30.9% | $154,114-78.5% | $56,287-41.1% |
| Participation rate | 51.1% | 66.2%-15.1pp | 83.0%-32.0pp | 69.9%-18.8pp |
| Annual return | -5.15% | 3.54%-8.7pp | 735.16%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $380 | $2,169-82.5% | $5,298-92.8% | $2,111-82.0% |
| Participant deferral / active EE | $1,796 | $2,392-24.9% | $5,081-64.6% | $3,350-46.4% |
| Admin fee / account holder | $195 | $438-55.5% | $13,411-98.5% | $521-62.5% |