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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $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 | $80,781-56.2% | $102,437-65.5% | $74,478-52.5% |
| Participation rate | 82.4% | 65.7%+16.7pp | 74.5%+7.9pp | 67.2%+15.2pp |
| Annual return | 12.20% | 27.58%-15.4pp | 24.95%-12.7pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $840 | $3,160-73.4% | $3,871-78.3% | $2,626-68.0% |
| Participant deferral / active EE | $5,801 | $3,862+50.2% | $5,060+14.6% | $4,350+33.3% |
| Admin fee / account holder | $199 | $2,372-91.6% | $8,388-97.6% | $1,946-89.8% |