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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $11,404 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,301 | $50,919-36.6% | $155,556-79.2% | $77,762-58.5% |
| Participation rate | 41.0% | 63.1%-22.1pp | 78.2%-37.2pp | 70.6%-29.6pp |
| Annual return | 14.22% | 34.84%-20.6pp | 64.84%-50.6pp | 31.27%-17.0pp |
| Employer contribution / active EE | $830 | $1,991-58.3% | $4,675-82.2% | $2,728-69.6% |
| Participant deferral / active EE | $2,344 | $2,824-17.0% | $5,631-58.4% | $4,651-49.6% |
| Admin fee / account holder | $71 | $437-83.8% | $15,885-99.6% | $433-83.6% |