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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $63,763 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,928 | $103,024-29.2% | $112,040-34.9% | $79,634-8.4% |
| Participation rate | 78.5% | 80.6%-2.0pp | 76.5%+2.0pp | 62.5%+16.0pp |
| Annual return | 15.53% | 17.60%-2.1pp | 24.52%-9.0pp | 36.46%-20.9pp |
| Employer contribution / active EE | $2,651 | $3,015-12.1% | $2,954-10.3% | $2,529+4.8% |
| Participant deferral / active EE | $5,322 | $5,233+1.7% | $5,098+4.4% | $3,835+38.8% |
| Admin fee / account holder | $23 | $465-95.0% | $12,098-99.8% | $1,002-97.7% |