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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $14,820 |
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 | $12,445 | $46,732-73.4% | $156,551-92.1% | $55,167-77.4% |
| Participation rate | 76.6% | 65.8%+10.8pp | 84.0%-7.4pp | 69.0%+7.6pp |
| Annual return | 6.32% | 17.72%-11.4pp | 32.23%-25.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $279 | $2,105-86.8% | $5,501-94.9% | $1,963-85.8% |
| Participant deferral / active EE | $2,034 | $2,204-7.7% | $4,871-58.2% | $3,054-33.4% |
| Admin fee / account holder | $78 | $418-81.3% | $13,028-99.4% | $504-84.5% |