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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $52,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,623 | $50,637+7.9% | $86,582-36.9% | $62,293-12.3% |
| Participation rate | 41.9% | 67.9%-26.0pp | 73.5%-31.6pp | 69.5%-27.6pp |
| Annual return | 25.77% | 20.80%+5.0pp | 965.08%-939.3pp | 28.90%-3.1pp |
| Employer contribution / active EE | $2,483 | $2,075+19.6% | $2,839-12.6% | $2,042+21.6% |
| Participant deferral / active EE | $4,961 | $2,611+90.0% | $3,609+37.5% | $3,169+56.5% |
| Admin fee / account holder | $27 | $413-93.5% | $4,904-99.5% | $479-94.4% |