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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $30,638 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 27 · EIN 36-3297908 | Advisory (Plan) | $910 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,588 | $45,123-56.6% | $85,240-77.0% | $74,478-73.7% |
| Participation rate | 39.2% | 49.4%-10.2pp | 67.5%-28.4pp | 67.2%-28.1pp |
| Annual return | 12.83% | 26.32%-13.5pp | 66.75%-53.9pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $421 | $1,459-71.1% | $2,735-84.6% | $2,626-84.0% |
| Participant deferral / active EE | $1,007 | $2,736-63.2% | $4,527-77.7% | $4,350-76.8% |
| Admin fee / account holder | $31 | $2,215-98.6% | $6,165-99.5% | $1,946-98.4% |