Filed November 27, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $49,102 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $7,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,534 | $61,166-23.9% | $185,849-75.0% | $79,391-41.4% |
| Participation rate | 49.0% | 66.6%-17.7pp | 81.7%-32.7pp | 70.7%-21.7pp |
| Annual return | 13.27% | 19.45%-6.2pp | 122.10%-108.8pp | 116.88%-103.6pp |
| Employer contribution / active EE | $1,256 | $2,321-45.9% | $5,169-75.7% | $2,428-48.3% |
| Participant deferral / active EE | $2,340 | $2,789-16.1% | $5,569-58.0% | $4,046-42.2% |
| Admin fee / account holder | $327 | $710-54.0% | $16,244-98.0% | $627-47.9% |