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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $21,471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,846 | $65,083-64.9% | $143,788-84.1% | $66,930-65.9% |
| Participation rate | 51.5% | 65.2%-13.7pp | 80.3%-28.9pp | 69.8%-18.4pp |
| Annual return | -16.22% | -11.13%-5.1pp | -0.03%-16.2pp | 1.57%-17.8pp |
| Employer contribution / active EE | $767 | $2,361-67.5% | $4,952-84.5% | $2,545-69.9% |
| Participant deferral / active EE | $922 | $2,920-68.4% | $5,638-83.6% | $4,238-78.2% |
| Admin fee / account holder | $19 | $502-96.3% | $14,675-99.9% | $593-96.9% |