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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $14,623 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,342 | $45,123-74.9% | $85,240-86.7% | $74,478-84.8% |
| Participation rate | 91.9% | 49.4%+42.6pp | 67.5%+24.4pp | 67.2%+24.7pp |
| Annual return | 15.98% | 26.32%-10.3pp | 66.75%-50.8pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $2,302 | $1,459+57.8% | $2,735-15.8% | $2,626-12.3% |
| Participant deferral / active EE | $4,506 | $2,736+64.7% | $4,527-0.5% | $4,350+3.6% |
| Admin fee / account holder | $51 | $2,215-97.7% | $6,165-99.2% | $1,946-97.4% |