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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $45,611 |
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 | $41,882 | $79,223-47.1% | $102,460-59.1% | $74,478-43.8% |
| Participation rate | 84.3% | 74.8%+9.5pp | 76.5%+7.7pp | 67.2%+17.0pp |
| Annual return | 12.71% | 54.98%-42.3pp | 29.47%-16.8pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $2,401 | $2,363+1.6% | $3,025-20.6% | $2,626-8.6% |
| Participant deferral / active EE | $3,523 | $4,417-20.2% | $5,056-30.3% | $4,350-19.0% |
| Admin fee / account holder | $50 | $2,003-97.5% | $9,460-99.5% | $1,946-97.4% |