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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $61,030 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,879 | $79,223-38.3% | $102,460-52.3% | $74,478-34.4% |
| Participation rate | 88.1% | 74.8%+13.3pp | 76.5%+11.6pp | 67.2%+20.8pp |
| Annual return | 11.55% | 54.98%-43.4pp | 29.47%-17.9pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $790 | $2,363-66.6% | $3,025-73.9% | $2,626-69.9% |
| Participant deferral / active EE | $5,265 | $4,417+19.2% | $5,056+4.1% | $4,350+21.0% |
| Admin fee / account holder | $94 | $2,003-95.3% | $9,460-99.0% | $1,946-95.2% |