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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $40,108 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,397 | $79,209-57.8% | $102,434-67.4% | $74,459-55.1% |
| Participation rate | 58.7% | 74.8%-16.1pp | 76.5%-17.8pp | 67.2%-8.5pp |
| Annual return | 13.43% | 54.98%-41.6pp | 29.46%-16.0pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $1,203 | $2,362-49.1% | $3,023-60.2% | $2,626-54.2% |
| Participant deferral / active EE | $3,554 | $4,417-19.5% | $5,055-29.7% | $4,350-18.3% |
| Admin fee / account holder | $74 | $2,002-96.3% | $9,462-99.2% | $1,945-96.2% |