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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $38,569 |
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 | $30,104 | $81,331-63.0% | $155,534-80.6% | $80,935-62.8% |
| Participation rate | 90.8% | 66.3%+24.6pp | 78.2%+12.6pp | 67.7%+23.2pp |
| Annual return | 15.26% | 33.37%-18.1pp | 64.92%-49.7pp | 35.66%-20.4pp |
| Employer contribution / active EE | $2,442 | $3,105-21.4% | $4,675-47.8% | $2,757-11.4% |
| Participant deferral / active EE | $5,729 | $3,454+65.9% | $5,630+1.8% | $4,299+33.2% |
| Admin fee / account holder | $54 | $7,999-99.3% | $15,900-99.7% | $6,924-99.2% |