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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $35,436 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,332 | $84,940-78.4% | $111,306-83.5% | $79,389-76.9% |
| Participation rate | 83.8% | 75.9%+8.0pp | 77.3%+6.5pp | 70.7%+13.1pp |
| Annual return | 71.60% | 17.45%+54.1pp | 54.67%+16.9pp | 116.89%-45.3pp |
| Employer contribution / active EE | $1,040 | $1,979-47.4% | $2,732-61.9% | $2,428-57.2% |
| Participant deferral / active EE | $2,238 | $3,889-42.5% | $4,488-50.1% | $4,046-44.7% |
| Admin fee / account holder | $29 | $537-94.6% | $7,966-99.6% | $626-95.4% |