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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $45,071 |
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 | $16,574 | $51,466-67.8% | $78,778-79.0% | $62,293-73.4% |
| Participation rate | 80.3% | 59.8%+20.5pp | 69.2%+11.1pp | 69.5%+10.8pp |
| Annual return | 16.18% | 19.96%-3.8pp | 35.62%-19.4pp | 28.90%-12.7pp |
| Employer contribution / active EE | $478 | $827-42.2% | $1,986-75.9% | $2,042-76.6% |
| Participant deferral / active EE | $2,685 | $2,147+25.0% | $2,958-9.3% | $3,169-15.3% |
| Admin fee / account holder | $57 | $489-88.3% | $5,134-98.9% | $479-88.1% |