Filed June 8, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $60,602 |
Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,015 | $121,341+49.2% | $189,537-4.5% | $79,391+128.0% |
| Participation rate | 99.3% | 86.1%+13.1pp | 87.8%+11.5pp | 70.7%+28.5pp |
| Annual return | 12.25% | 21.08%-8.8pp | 555.34%-543.1pp | 116.88%-104.6pp |
| Employer contribution / active EE | $3,871 | $3,915-1.1% | $6,161-37.2% | $2,428+59.4% |
| Participant deferral / active EE | $6,193 | $6,395-3.2% | $8,220-24.7% | $4,046+53.1% |
| Admin fee / account holder | $384 | $651-41.1% | $12,048-96.8% | $627-38.8% |