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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $31,929 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 10 · EIN 41-0973005 | Accounting | $10,974 |
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,643 | $54,679-78.7% | $76,119-84.7% | $74,459-84.4% |
| Participation rate | 94.0% | 60.3%+33.6pp | 69.1%+24.9pp | 67.2%+26.7pp |
| Annual return | 10.13% | 31.90%-21.8pp | 361.25%-351.1pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,693-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,108 | $3,072+33.7% | $4,259-3.6% | $4,350-5.6% |
| Admin fee / account holder | $209 | $2,238-90.6% | $6,421-96.7% | $1,945-89.2% |