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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $74,733 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,642 |
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 | $9,230 | $62,686-85.3% | $178,505-94.8% | $77,762-88.1% |
| Participation rate | 95.0% | 66.9%+28.1pp | 77.1%+17.9pp | 70.6%+24.4pp |
| Annual return | 18.92% | 16.16%+2.8pp | 27.16%-8.2pp | 31.27%-12.4pp |
| Employer contribution / active EE | $0 | $1,914-100.0% | $3,955-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,255 | $4,224-22.9% | $6,280-48.2% | $4,651-30.0% |
| Admin fee / account holder | $72 | $386-81.5% | $10,428-99.3% | $433-83.5% |