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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $71,952 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,507 | $79,209-65.3% | $102,434-73.1% | $74,459-63.1% |
| Participation rate | 91.8% | 74.8%+17.0pp | 76.5%+15.3pp | 67.2%+24.6pp |
| Annual return | 11.74% | 54.98%-43.2pp | 29.46%-17.7pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $2,280 | $2,362-3.5% | $3,023-24.6% | $2,626-13.2% |
| Participant deferral / active EE | $4,465 | $4,417+1.1% | $5,055-11.7% | $4,350+2.6% |
| Admin fee / account holder | $43 | $2,002-97.9% | $9,462-99.5% | $1,945-97.8% |