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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $14,487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,919 | $63,924-84.5% | $108,582-90.9% | $55,167-82.0% |
| Participation rate | 68.1% | 74.3%-6.2pp | 79.6%-11.4pp | 69.0%-0.8pp |
| Annual return | 10.71% | 15.31%-4.6pp | -51.70%+62.4pp | 169.23%-158.5pp |
| Employer contribution / active EE | $1,171 | $1,879-37.7% | $3,758-68.8% | $1,963-40.3% |
| Participant deferral / active EE | $2,491 | $3,067-18.8% | $4,311-42.2% | $3,054-18.4% |
| Admin fee / account holder | $26 | $618-95.8% | $7,645-99.7% | $504-94.9% |