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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $16,663 |
Filed as: SCHWAB FUNDS Service code 19 | Securities Custodian | $1,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,144 | $63,114-31.6% | $92,893-53.6% | $65,185-33.8% |
| Participation rate | 45.7% | 68.8%-23.1pp | 76.0%-30.3pp | 70.2%-24.5pp |
| Annual return | 23.52% | 28.75%-5.2pp | 109.41%-85.9pp | 29.38%-5.9pp |
| Employer contribution / active EE | $316 | $2,571-87.7% | $3,653-91.4% | $2,177-85.5% |
| Participant deferral / active EE | $2,259 | $3,108-27.3% | $4,236-46.7% | $3,514-35.7% |
| Admin fee / account holder | $235 | $624-62.4% | $5,794-95.9% | $847-72.3% |