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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $30,497 |
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 | $22,569 | $46,297-51.3% | $71,671-68.5% | $62,293-63.8% |
| Participation rate | 70.1% | 60.6%+9.4pp | 68.7%+1.3pp | 69.5%+0.6pp |
| Annual return | 15.85% | 22.32%-6.5pp | 20.65%-4.8pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,197 | $1,412-15.2% | $2,460-51.4% | $2,042-41.4% |
| Participant deferral / active EE | $3,298 | $2,235+47.5% | $3,438-4.1% | $3,169+4.1% |
| Admin fee / account holder | $40 | $461-91.3% | $5,558-99.3% | $479-91.6% |