Filed October 6, 2020 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC1 year Filed as: LION STREET ADVISORS, LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $12,496 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $11,498 |
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.
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 | $39,767 | $50,902-21.9% | $155,534-74.4% | $77,736-48.8% |
| Participation rate | 21.9% | 63.1%-41.1pp | 78.2%-56.3pp | 70.6%-48.6pp |
| Annual return | 9.01% | 34.85%-25.8pp | 64.92%-55.9pp | 31.26%-22.2pp |
| Employer contribution / active EE | $136 | $1,991-93.2% | $4,675-97.1% | $2,728-95.0% |
| Participant deferral / active EE | $909 | $2,824-67.8% | $5,630-83.8% | $4,651-80.4% |
| Admin fee / account holder | $243 | $437-44.3% | $15,900-98.5% | $433-43.9% |