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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $23,717 |
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 | $21,973 | $46,173-52.4% | $170,435-87.1% | $69,631-68.4% |
| Participation rate | 52.3% | 63.9%-11.6pp | 83.6%-31.3pp | 70.7%-18.4pp |
| Annual return | 18.07% | 21.62%-3.6pp | 205.94%-187.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,147 | $1,610-28.7% | $5,432-78.9% | $2,032-43.5% |
| Participant deferral / active EE | $1,462 | $2,080-29.7% | $4,939-70.4% | $3,224-54.7% |
| Admin fee / account holder | $129 | $116+11.6% | $13,881-99.1% | $110+17.2% |