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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $9,704 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,949 | $43,550-24.3% | $63,244-47.9% | $52,331-37.0% |
| Participation rate | 30.6% | 65.7%-35.1pp | 71.0%-40.5pp | 68.1%-37.5pp |
| Annual return | 1.41% | 2.03%-0.6pp | -70.31%+71.7pp | 4.54%-3.1pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,322-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,591 | $2,254-29.4% | $2,953-46.1% | $3,022-47.4% |
| Admin fee / account holder | $3 | $387-99.1% | $5,893-99.9% | $592-99.4% |