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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $14,107 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,177 | $27,330-88.4% | $67,711-95.3% | $55,191-94.2% |
| Participation rate | 88.6% | 47.5%+41.0pp | 67.5%+21.1pp | 69.2%+19.4pp |
| Annual return | -2.25% | 8.81%-11.1pp | 25.41%-27.7pp | 10.78%-13.0pp |
| Employer contribution / active EE | $720 | $855-15.8% | $2,559-71.9% | $1,899-62.1% |
| Participant deferral / active EE | $677 | $1,709-60.4% | $3,585-81.1% | $3,046-77.8% |
| Admin fee / account holder | $26 | $109-76.1% | $4,255-99.4% | $91-71.2% |