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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $6,441 |
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 | $25,782 | $55,472-53.5% | $155,567-83.4% | $74,546-65.4% |
| Participation rate | 78.8% | 61.9%+16.9pp | 78.2%+0.7pp | 67.2%+11.6pp |
| Annual return | 14.80% | 268.72%-253.9pp | 64.74%-49.9pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $383 | $2,269-83.1% | $4,674-91.8% | $2,624-85.4% |
| Participant deferral / active EE | $3,153 | $2,838+11.1% | $5,628-44.0% | $4,347-27.5% |
| Admin fee / account holder | $42 | $1,743-97.6% | $15,916-99.7% | $1,944-97.9% |