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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $27,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,780 | $59,448-43.2% | $93,696-63.9% | $74,459-54.6% |
| Participation rate | 41.5% | 59.6%-18.2pp | 68.7%-27.2pp | 67.2%-25.7pp |
| Annual return | 19.90% | 82.11%-62.2pp | 133.74%-113.8pp | 1369.70%-1349.8pp |
| Employer contribution / active EE | $194 | $1,266-84.7% | $2,422-92.0% | $2,626-92.6% |
| Participant deferral / active EE | $1,447 | $3,052-52.6% | $4,417-67.2% | $4,350-66.7% |
| Admin fee / account holder | $36 | $3,027-98.8% | $8,287-99.6% | $1,945-98.2% |