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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $22,070 | $25,723-14.2% | $69,182-68.1% | $55,167-60.0% |
| Participation rate | 55.7% | 39.4%+16.2pp | 55.1%+0.5pp | 69.0%-13.3pp |
| Annual return | 7.92% | 9.56%-1.6pp | -21.93%+29.9pp | 169.23%-161.3pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,200 | $963+24.6% | $1,897-36.7% | $3,054-60.7% |
| Admin fee / account holder | $78 | $365-78.6% | $2,697-97.1% | $504-84.5% |