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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 | $79,189-47.1% | $102,457-59.1% | $74,400-43.7% |
| Participation rate | 84.3% | 74.8%+9.5pp | 76.5%+7.8pp | 67.2%+17.0pp |
| Annual return | 12.71% | 54.98%-42.3pp | 29.41%-16.7pp | 1367.51%-1354.8pp |
| Employer contribution / active EE | $2,401 | $2,362+1.6% | $3,022-20.5% | $2,624-8.5% |
| Participant deferral / active EE | $3,523 | $4,415-20.2% | $5,054-30.3% | $4,348-19.0% |
| Admin fee / account holder | $50 | $2,002-97.5% | $9,451-99.5% | $1,944-97.4% |