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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Filed as: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $26,991 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $2,469 |
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 | $2,384 | $82,972-97.1% | $103,374-97.7% | $77,671-96.9% |
| Participation rate | 76.8% | 71.5%+5.3pp | 74.5%+2.3pp | 70.6%+6.2pp |
| Annual return | 0.00% | 19.14%-19.1pp | 24.89%-24.9pp | 31.21%-31.2pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $3,869-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,344 | $4,108-67.3% | $5,058-73.4% | $4,648-71.1% |
| Admin fee / account holder | $43 | $639-93.2% | $8,394-99.5% | $430-89.9% |