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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $31,174 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,723 | $67,594-61.9% | $77,361-66.8% | $69,733-63.1% |
| Participation rate | 99.0% | 71.7%+27.3pp | 75.0%+24.0pp | 62.5%+36.6pp |
| Annual return | 14.84% | 19.20%-4.4pp | 1011.54%-996.7pp | 15.22%-0.4pp |
| Employer contribution / active EE | $2,229 | $2,649-15.9% | $2,990-25.5% | $2,250-1.0% |
| Participant deferral / active EE | $3,502 | $3,401+3.0% | $3,911-10.5% | $3,054+14.7% |
| Admin fee / account holder | $12 | $1,159-99.0% | $5,894-99.8% | $3,102-99.6% |