Filed May 31, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $23,390 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $8,604 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,293 | $65,061-59.6% | $143,757-81.7% | $66,914-60.7% |
| Participation rate | 40.3% | 65.2%-24.9pp | 80.3%-40.0pp | 69.8%-29.5pp |
| Annual return | -15.29% | -11.14%-4.2pp | -0.04%-15.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $393 | $2,361-83.3% | $4,951-92.1% | $2,544-84.5% |
| Participant deferral / active EE | $1,269 | $2,919-56.5% | $5,637-77.5% | $4,237-70.0% |
| Admin fee / account holder | $292 | $502-41.9% | $14,673-98.0% | $593-50.8% |