Filed November 27, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $41,590 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $5,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,534 | $58,895-31.2% | $178,503-77.3% | $73,497-44.8% |
| Participation rate | 50.0% | 66.2%-16.2pp | 81.9%-31.9pp | 70.7%-20.7pp |
| Annual return | 18.94% | 24.86%-5.9pp | 151.12%-132.2pp | 28.51%-9.6pp |
| Employer contribution / active EE | $1,277 | $2,236-42.9% | $5,011-74.5% | $2,270-43.7% |
| Participant deferral / active EE | $2,130 | $2,567-17.0% | $5,202-59.1% | $3,740-43.1% |
| Admin fee / account holder | $278 | $400-30.6% | $13,987-98.0% | $513-45.8% |