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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Claims proc... | $16,919 |
Filed as: CHARLES SCHWAB BANK Service code 27 · EIN 42-1558009 | Advisory (Plan) | $6,584 |
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).
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 | $37,947 | $44,873-15.4% | $79,467-52.2% | $56,289-32.6% |
| Participation rate | 93.5% | 68.7%+24.8pp | 73.3%+20.2pp | 69.9%+23.6pp |
| Annual return | 9.51% | 0.81%+8.7pp | 718.30%-708.8pp | -9.96%+19.5pp |
| Employer contribution / active EE | $2,824 | $2,140+32.0% | $2,800+0.8% | $2,111+33.8% |
| Participant deferral / active EE | $4,608 | $2,746+67.8% | $3,704+24.4% | $3,350+37.6% |
| Admin fee / account holder | $115 | $418-72.5% | $5,104-97.7% | $521-77.9% |