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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $23,989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,962 | $89,435-57.6% | $164,975-77.0% | $77,714-51.2% |
| Participation rate | 34.8% | 78.6%-43.8pp | 78.6%-43.8pp | 70.6%-35.8pp |
| Annual return | 13.96% | 28.82%-14.9pp | 70.12%-56.2pp | 31.26%-17.3pp |
| Employer contribution / active EE | $1,043 | $2,563-59.3% | $4,343-76.0% | $2,727-61.7% |
| Participant deferral / active EE | $1,309 | $4,901-73.3% | $6,033-78.3% | $4,649-71.8% |
| Admin fee / account holder | $27 | $340-92.1% | $12,688-99.8% | $433-93.8% |