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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $53,055 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,453 | $36,916-77.1% | $156,551-94.6% | $57,658-85.3% |
| Participation rate | 91.0% | 63.4%+27.5pp | 84.0%+7.0pp | 70.2%+20.7pp |
| Annual return | 7.40% | 12.38%-5.0pp | 32.23%-24.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $778 | $1,571-50.5% | $5,501-85.9% | $1,974-60.6% |
| Participant deferral / active EE | $1,473 | $1,926-23.5% | $4,871-69.8% | $3,061-51.9% |
| Admin fee / account holder | $13 | $82-84.6% | $13,028-99.9% | $95-86.5% |