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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Other fees; Custodial (other than sec... | $70,731 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,505 | $72,770-38.8% | $67,652-34.2% | $55,191-19.4% |
| Participation rate | 50.3% | 78.8%-28.5pp | 75.7%-25.4pp | 69.2%-18.9pp |
| Annual return | 1.33% | -3.26%+4.6pp | 6625.40%-6624.1pp | 10.78%-9.5pp |
| Employer contribution / active EE | $255 | $1,769-85.6% | $2,266-88.8% | $1,899-86.6% |
| Participant deferral / active EE | $1,886 | $3,408-44.6% | $3,560-47.0% | $3,046-38.1% |
| Admin fee / account holder | $295 | $79+274.3% | $4,821-93.9% | $91+224.9% |