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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $14,933 |
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 | $12,685 | $46,360-72.6% | $147,617-91.4% | $52,331-75.8% |
| Participation rate | 75.7% | 64.9%+10.7pp | 84.6%-8.9pp | 68.1%+7.6pp |
| Annual return | -0.98% | 1.62%-2.6pp | 61.98%-63.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $274 | $2,126-87.1% | $5,564-95.1% | $1,882-85.4% |
| Participant deferral / active EE | $1,796 | $2,258-20.4% | $4,895-63.3% | $3,022-40.6% |
| Admin fee / account holder | $92 | $766-88.0% | $11,612-99.2% | $592-84.5% |