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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $27,117 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,531 |
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).
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 | $13,934 | $88,324-84.2% | $115,038-87.9% | $55,191-74.8% |
| Participation rate | 86.4% | 72.5%+13.9pp | 81.4%+5.1pp | 69.2%+17.3pp |
| Annual return | 1.47% | 6.30%-4.8pp | 26.14%-24.7pp | 10.78%-9.3pp |
| Employer contribution / active EE | $1,201 | $2,805-57.2% | $4,608-73.9% | $1,899-36.8% |
| Participant deferral / active EE | $1,424 | $5,042-71.8% | $6,026-76.4% | $3,046-53.2% |
| Admin fee / account holder | $84 | $105-20.5% | $8,175-99.0% | $91-7.7% |