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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $21,208 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,069 | $58,888-64.2% | $178,499-88.2% | $73,493-71.3% |
| Participation rate | 60.4% | 66.2%-5.8pp | 81.9%-21.5pp | 70.7%-10.3pp |
| Annual return | 13.78% | 24.86%-11.1pp | 151.10%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $774 | $2,236-65.4% | $5,011-84.6% | $2,270-65.9% |
| Participant deferral / active EE | $810 | $2,568-68.4% | $5,202-84.4% | $3,740-78.3% |
| Admin fee / account holder | $8 | $400-97.9% | $13,986-99.9% | $513-98.4% |