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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $31,912 |
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 | $18,933 | $50,919-62.8% | $155,556-87.8% | $77,762-75.7% |
| Participation rate | 62.6% | 63.1%-0.5pp | 78.2%-15.6pp | 70.6%-8.0pp |
| Annual return | 12.32% | 34.84%-22.5pp | 64.84%-52.5pp | 31.27%-18.9pp |
| Employer contribution / active EE | $1,281 | $1,991-35.7% | $4,675-72.6% | $2,728-53.1% |
| Participant deferral / active EE | $2,391 | $2,824-15.3% | $5,631-57.5% | $4,651-48.6% |
| Admin fee / account holder | $106 | $437-75.6% | $15,885-99.3% | $433-75.4% |