Filed May 31, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $19,343 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $7,060 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,139 | $58,879-52.2% | $178,490-84.2% | $73,488-61.7% |
| Participation rate | 52.6% | 66.2%-13.6pp | 81.9%-29.3pp | 70.7%-18.1pp |
| Annual return | 30.30% | 24.86%+5.4pp | 151.07%-120.8pp | 28.51%+1.8pp |
| Employer contribution / active EE | $320 | $2,236-85.7% | $5,011-93.6% | $2,270-85.9% |
| Participant deferral / active EE | $1,225 | $2,567-52.3% | $5,202-76.4% | $3,740-67.2% |
| Admin fee / account holder | $236 | $400-41.1% | $13,984-98.3% | $513-54.0% |