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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $19,454 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,028 | $66,124-90.9% | $90,461-93.3% | $73,497-91.8% |
| Participation rate | 58.2% | 69.7%-11.5pp | 72.7%-14.5pp | 70.7%-12.5pp |
| Annual return | 10.80% | 17.65%-6.9pp | 1294.76%-1284.0pp | 28.51%-17.7pp |
| Employer contribution / active EE | $422 | $2,346-82.0% | $3,264-87.1% | $2,270-81.4% |
| Participant deferral / active EE | $899 | $3,039-70.4% | $3,964-77.3% | $3,740-76.0% |
| Admin fee / account holder | $130 | $396-67.3% | $5,617-97.7% | $513-74.7% |