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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP FINANCILA GROUP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $14,060 |
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $6,414 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,205 | $50,637-60.1% | $86,597-76.7% | $62,293-67.6% |
| Participation rate | 34.7% | 67.9%-33.2pp | 73.5%-38.9pp | 69.5%-34.8pp |
| Annual return | 37.81% | 20.80%+17.0pp | 964.96%-927.2pp | 28.90%+8.9pp |
| Employer contribution / active EE | $537 | $2,075-74.1% | $2,840-81.1% | $2,042-73.7% |
| Participant deferral / active EE | $644 | $2,611-75.3% | $3,609-82.2% | $3,169-79.7% |
| Admin fee / account holder | $266 | $413-35.7% | $4,906-94.6% | $479-44.5% |