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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $8,718 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $8,121 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,813 | $43,999-64.1% | $79,467-80.1% | $55,725-71.6% |
| Participation rate | 47.1% | 66.9%-19.8pp | 73.3%-26.2pp | 70.9%-23.7pp |
| Annual return | -3.11% | 1.81%-4.9pp | 718.30%-721.4pp | 244.93%-248.0pp |
| Employer contribution / active EE | $452 | $1,830-75.3% | $2,800-83.9% | $2,078-78.3% |
| Participant deferral / active EE | $1,025 | $2,538-59.6% | $3,704-72.3% | $3,356-69.5% |
| Admin fee / account holder | $54 | $118-54.3% | $5,104-98.9% | $115-53.4% |