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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $54,337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $76,260 | $82,882-8.0% | $127,803-40.3% | $72,975+4.5% |
| Participation rate | 39.5% | 71.5%-32.0pp | 79.0%-39.5pp | 69.5%-30.0pp |
| Annual return | 20.10% | 32.20%-12.1pp | 26.14%-6.0pp | 81.01%-60.9pp |
| Employer contribution / active EE | $2,555 | $3,346-23.7% | $4,576-44.2% | $2,440+4.7% |
| Participant deferral / active EE | $3,920 | $4,791-18.2% | $6,023-34.9% | $3,608+8.6% |
| Admin fee / account holder | $62 | $6,487-99.0% | $9,399-99.3% | $5,124-98.8% |