Filed November 23, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $19,527 |
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 | $26,453 | $31,370-15.7% | $74,577-64.5% | $63,975-58.7% |
| Participation rate | 6.0% | 42.6%-36.5pp | 68.1%-62.1pp | 71.1%-65.1pp |
| Annual return | 8.03% | -105.16%+113.2pp | 20.47%-12.4pp | 48.65%-40.6pp |
| Employer contribution / active EE | $0 | $822-100.0% | $2,525-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $154 | $1,560-90.1% | $3,458-95.6% | $3,356-95.4% |
| Admin fee / account holder | $30 | $77-61.2% | $4,138-99.3% | $70-57.7% |