Filed January 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $25,379 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,104 | $36,767-20.8% | $81,478-64.3% | $62,292-53.3% |
| Participation rate | 0.0% | 54.4%-54.4pp | 68.0%-68.0pp | 69.5%-69.5pp |
| Annual return | 10.59% | 173.80%-163.2pp | 38.78%-28.2pp | 28.90%-18.3pp |
| Employer contribution / active EE | $98 | $1,128-91.4% | $2,568-96.2% | $2,042-95.2% |
| Participant deferral / active EE | $715 | $2,111-66.1% | $3,537-79.8% | $3,169-77.4% |
| Admin fee / account holder | $529 | $797-33.7% | $4,561-88.4% | $479+10.3% |