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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $38,831 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,225 | $42,546-66.6% | $71,796-80.2% | $55,167-74.2% |
| Participation rate | 74.4% | 59.1%+15.3pp | 69.1%+5.3pp | 69.0%+5.4pp |
| Annual return | 7.08% | 12.36%-5.3pp | 78.04%-71.0pp | 169.23%-162.1pp |
| Employer contribution / active EE | $456 | $803-43.2% | $1,924-76.3% | $1,963-76.7% |
| Participant deferral / active EE | $2,479 | $2,064+20.1% | $2,794-11.3% | $3,054-18.8% |
| Admin fee / account holder | $55 | $650-91.5% | $4,815-98.8% | $504-89.0% |