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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $12,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $16,743 | $72,770-77.0% | $67,652-75.3% | $55,191-69.7% |
| Participation rate | 54.3% | 78.8%-24.5pp | 75.7%-21.4pp | 69.2%-14.9pp |
| Annual return | 1.74% | -3.26%+5.0pp | 6625.40%-6623.7pp | 10.78%-9.0pp |
| Employer contribution / active EE | $1,516 | $1,769-14.3% | $2,266-33.1% | $1,899-20.1% |
| Participant deferral / active EE | $2,267 | $3,408-33.5% | $3,560-36.3% | $3,046-25.6% |
| Admin fee / account holder | $7 | $79-90.7% | $4,821-99.8% | $91-92.0% |