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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $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 | $79,181-38.3% | $102,423-52.3% | $74,429-34.3% |
| Participation rate | 88.1% | 74.8%+13.3pp | 76.5%+11.6pp | 67.2%+20.8pp |
| Annual return | 11.55% | 54.97%-43.4pp | 29.42%-17.9pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $790 | $2,362-66.5% | $3,023-73.9% | $2,625-69.9% |
| Participant deferral / active EE | $5,265 | $4,416+19.2% | $5,054+4.2% | $4,348+21.1% |
| Admin fee / account holder | $94 | $2,002-95.3% | $9,455-99.0% | $1,944-95.2% |