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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $32,078 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,206 |
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 | $16,248 | $80,177-79.7% | $123,894-86.9% | $57,658-71.8% |
| Participation rate | 87.8% | 74.4%+13.4pp | 81.4%+6.4pp | 70.2%+17.6pp |
| Annual return | 7.92% | 17.90%-10.0pp | 47.52%-39.6pp | 5.13%+2.8pp |
| Employer contribution / active EE | $1,256 | $2,913-56.9% | $4,617-72.8% | $1,974-36.4% |
| Participant deferral / active EE | $1,591 | $5,130-69.0% | $5,984-73.4% | $3,061-48.0% |
| Admin fee / account holder | $93 | $106-12.1% | $8,357-98.9% | $95-1.1% |