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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $5,342 |
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 | $20,097 | $61,295-67.2% | $149,682-86.6% | $71,476-71.9% |
| Participation rate | 95.9% | 62.5%+33.4pp | 78.8%+17.1pp | 67.9%+28.0pp |
| Annual return | 13.95% | 35.86%-21.9pp | 134.35%-120.4pp | 28.85%-14.9pp |
| Employer contribution / active EE | $427 | $2,380-82.1% | $4,818-91.1% | $2,589-83.5% |
| Participant deferral / active EE | $3,136 | $2,918+7.5% | $5,681-44.8% | $4,290-26.9% |
| Admin fee / account holder | $33 | $1,262-97.4% | $13,210-99.8% | $1,587-97.9% |