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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $14,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,267 | $46,732-56.6% | $156,551-87.1% | $55,167-63.3% |
| Participation rate | 51.4% | 65.8%-14.4pp | 84.0%-32.7pp | 69.0%-17.6pp |
| Annual return | 7.12% | 17.72%-10.6pp | 32.23%-25.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,153 | $2,105-45.3% | $5,501-79.1% | $1,963-41.3% |
| Participant deferral / active EE | $1,613 | $2,204-26.8% | $4,871-66.9% | $3,054-47.2% |
| Admin fee / account holder | $135 | $418-67.8% | $13,028-99.0% | $504-73.3% |