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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $51,842 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,931 | $42,548-60.2% | $74,552-77.3% | $56,287-69.9% |
| Participation rate | 78.7% | 60.5%+18.2pp | 69.1%+9.5pp | 69.9%+8.8pp |
| Annual return | -7.94% | 12.40%-20.3pp | 32.53%-40.5pp | -9.96%+2.0pp |
| Employer contribution / active EE | $556 | $855-35.0% | $1,961-71.6% | $2,111-73.7% |
| Participant deferral / active EE | $2,837 | $2,277+24.6% | $3,108-8.7% | $3,350-15.3% |
| Admin fee / account holder | $59 | $467-87.4% | $5,060-98.8% | $521-88.7% |