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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $33,006 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,388 | $80,748-56.2% | $102,383-65.4% | $74,429-52.5% |
| Participation rate | 82.4% | 65.7%+16.7pp | 74.5%+7.9pp | 67.2%+15.2pp |
| Annual return | 12.20% | 27.57%-15.4pp | 24.94%-12.7pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $840 | $3,159-73.4% | $3,870-78.3% | $2,625-68.0% |
| Participant deferral / active EE | $5,801 | $3,861+50.2% | $5,060+14.6% | $4,348+33.4% |
| Admin fee / account holder | $199 | $2,371-91.6% | $8,391-97.6% | $1,944-89.8% |