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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $28,215 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,058 | $45,687-53.9% | $67,834-69.0% | - |
| Participation rate | 74.7% | 59.9%+14.8pp | 68.8%+6.0pp | - |
| Annual return | 7.93% | 24.25%-16.3pp | 138.47%-130.5pp | - |
| Employer contribution / active EE | $1,375 | $851+61.5% | $2,403-42.8% | - |
| Participant deferral / active EE | $3,809 | $1,936+96.8% | $3,160+20.6% | - |
| Admin fee / account holder | $46 | $7,721-99.4% | $4,622-99.0% | - |