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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $16,834 |
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $13,230 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,745 | $57,305-37.6% | $86,640-58.7% | $75,173-52.5% |
| Participation rate | 77.5% | 63.2%+14.3pp | 71.7%+5.8pp | 67.2%+10.3pp |
| Annual return | 15.36% | 2674.24%-2658.9pp | 592.52%-577.2pp | 160.72%-145.4pp |
| Employer contribution / active EE | $1,890 | $2,316-18.4% | $3,024-37.5% | $2,671-29.2% |
| Participant deferral / active EE | $4,568 | $3,320+37.6% | $4,438+2.9% | $4,126+10.7% |
| Admin fee / account holder | $253 | $4,116-93.9% | $5,616-95.5% | $5,651-95.5% |