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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $8,949 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,165 | $56,540-66.1% | $185,849-89.7% | $86,821-77.9% |
| Participation rate | 38.7% | 65.5%-26.8pp | 81.7%-43.0pp | 72.3%-33.6pp |
| Annual return | 15.81% | 118.20%-102.4pp | 122.10%-106.3pp | 97.94%-82.1pp |
| Employer contribution / active EE | $183 | $1,844-90.1% | $5,169-96.5% | $2,406-92.4% |
| Participant deferral / active EE | $1,786 | $2,555-30.1% | $5,569-67.9% | $4,132-56.8% |
| Admin fee / account holder | $64 | $150-57.0% | $16,244-99.6% | $170-62.0% |