Filed November 23, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $41,548 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,763 | $37,317-60.4% | $77,024-80.8% | $77,904-81.0% |
| Participation rate | 12.6% | 46.9%-34.2pp | 67.9%-55.3pp | 73.7%-61.0pp |
| Annual return | -10.41% | -5.88%-4.5pp | 42.32%-52.7pp | 12.21%-22.6pp |
| Employer contribution / active EE | $0 | $1,218-100.0% | $2,812-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $277 | $2,564-89.2% | $4,426-93.7% | $4,806-94.2% |
| Admin fee / account holder | $29 | $126-77.1% | $5,425-99.5% | $133-78.2% |