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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $65,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,443 | $55,437-34.3% | $155,534-76.6% | $74,459-51.1% |
| Participation rate | 64.1% | 61.9%+2.2pp | 78.2%-14.1pp | 67.2%-3.1pp |
| Annual return | 11.96% | 269.58%-257.6pp | 64.92%-53.0pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $777 | $2,266-65.7% | $4,675-83.4% | $2,626-70.4% |
| Participant deferral / active EE | $1,812 | $2,837-36.1% | $5,630-67.8% | $4,350-58.3% |
| Admin fee / account holder | $28 | $1,742-98.4% | $15,900-99.8% | $1,945-98.5% |