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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Distributio... | $10,514 |
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 | $43,649 | $58,726-25.7% | $142,898-69.5% | $85,847-49.2% |
| Participation rate | 61.5% | 58.5%+3.1pp | 72.0%-10.4pp | 69.3%-7.8pp |
| Annual return | 26.83% | 27.73%-0.9pp | 5639.64%-5612.8pp | 318.61%-291.8pp |
| Employer contribution / active EE | $786 | $1,424-44.8% | $4,146-81.0% | $2,565-69.4% |
| Participant deferral / active EE | $2,443 | $2,609-6.3% | $3,838-36.3% | $3,952-38.2% |
| Admin fee / account holder | $33 | $4,234-99.2% | $6,560-99.5% | $6,261-99.5% |