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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 10 · EIN 93-1253576 | Accounting | $18,705 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 19 · EIN 42-1445429 | Securities Custodian | $9,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,430 | $58,093-63.1% | $80,022-73.2% | $56,287-61.9% |
| Participation rate | 57.9% | 73.6%-15.7pp | 75.8%-17.9pp | 69.9%-11.9pp |
| Annual return | -5.62% | 34.63%-40.3pp | 11.22%-16.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $449 | $1,933-76.8% | $2,468-81.8% | $2,111-78.8% |
| Participant deferral / active EE | $1,320 | $3,136-57.9% | $3,686-64.2% | $3,350-60.6% |
| Admin fee / account holder | $291 | $623-53.2% | $6,521-95.5% | $521-44.1% |