Filed October 17, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $23,228 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,502 | $53,901-34.1% | $134,143-73.5% | $73,488-51.7% |
| Participation rate | 91.0% | 62.8%+28.2pp | 72.2%+18.8pp | 70.7%+20.3pp |
| Annual return | 13.05% | 15.82%-2.8pp | 36.33%-23.3pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,080 | $1,458-26.0% | $3,704-70.9% | $2,270-52.4% |
| Participant deferral / active EE | $2,543 | $2,739-7.1% | $3,499-27.3% | $3,740-32.0% |
| Admin fee / account holder | $9 | $581-98.5% | $6,684-99.9% | $513-98.3% |