Filed December 12, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $51,482 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,872 | $48,064-52.4% | $78,778-71.0% | $69,631-67.2% |
| Participation rate | 41.7% | 61.6%-19.8pp | 69.2%-27.4pp | 70.7%-28.9pp |
| Annual return | 16.88% | 21.81%-4.9pp | 35.62%-18.7pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $292 | $744-60.7% | $1,986-85.3% | $2,032-85.6% |
| Participant deferral / active EE | $1,624 | $2,079-21.9% | $2,958-45.1% | $3,224-49.6% |
| Admin fee / account holder | $13 | $152-91.6% | $5,134-99.8% | $110-88.5% |