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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $5,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,920 | $62,928-82.6% | $172,753-93.7% | $67,582-83.8% |
| Participation rate | 28.7% | 64.5%-35.8pp | 82.6%-54.0pp | 71.3%-42.6pp |
| Annual return | 25.04% | 30.36%-5.3pp | 803.00%-778.0pp | 378.57%-353.5pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $882 | $2,145-58.9% | $5,198-83.0% | $3,539-75.1% |
| Admin fee / account holder | $46 | $167-72.6% | $13,956-99.7% | $142-67.9% |