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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $30,842 |
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).
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 | $59,697 | $71,872-16.9% | $86,691-31.1% | $68,495-12.8% |
| Participation rate | 43.5% | 72.2%-28.8pp | 76.6%-33.1pp | 67.9%-24.4pp |
| Annual return | -16.86% | 3.53%-20.4pp | 35.94%-52.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $369 | $2,173-83.0% | $2,837-87.0% | $2,596-85.8% |
| Participant deferral / active EE | $3,827 | $3,779+1.3% | $4,656-17.8% | $4,028-5.0% |
| Admin fee / account holder | $74 | $6,112-98.8% | $7,492-99.0% | $5,403-98.6% |