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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $26,869 |
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 | $18,180 | $47,163-61.5% | $149,696-87.9% | $74,460-75.6% |
| Participation rate | 62.0% | 63.4%-1.5pp | 78.8%-16.8pp | 70.7%-8.8pp |
| Annual return | 15.42% | 22.75%-7.3pp | 134.46%-119.0pp | 34.38%-19.0pp |
| Employer contribution / active EE | $1,516 | $1,907-20.5% | $4,821-68.5% | $2,638-42.5% |
| Participant deferral / active EE | $2,547 | $2,730-6.7% | $5,682-55.2% | $4,530-43.8% |
| Admin fee / account holder | $112 | $343-67.2% | $13,212-99.1% | $348-67.7% |