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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $40,311 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,967 | $50,464-66.4% | $75,784-77.6% | $52,331-67.6% |
| Participation rate | 77.7% | 66.8%+10.9pp | 75.8%+1.9pp | 68.1%+9.6pp |
| Annual return | 2.46% | 1.03%+1.4pp | 9.68%-7.2pp | 4.54%-2.1pp |
| Employer contribution / active EE | $1,813 | $1,988-8.8% | $3,323-45.4% | $1,882-3.6% |
| Participant deferral / active EE | $2,420 | $2,570-5.8% | $3,652-33.7% | $3,022-19.9% |
| Admin fee / account holder | $125 | $1,103-88.7% | $5,300-97.6% | $592-78.9% |