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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $31,858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,333 | $60,165-33.0% | $74,184-45.6% | $55,167-26.9% |
| Participation rate | 36.4% | 74.2%-37.7pp | 76.6%-40.2pp | 69.0%-32.5pp |
| Annual return | 7.85% | 10.00%-2.1pp | 17.74%-9.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $703 | $1,600-56.1% | $2,370-70.3% | $1,963-64.2% |
| Participant deferral / active EE | $1,360 | $2,973-54.3% | $3,550-61.7% | $3,054-55.5% |
| Admin fee / account holder | $70 | $419-83.3% | $5,586-98.7% | $504-86.1% |