Filed September 29, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $32,528 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $13,251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,512 | $55,470-36.0% | $155,556-77.2% | $74,478-52.3% |
| Participation rate | 61.7% | 61.9%-0.2pp | 78.2%-16.5pp | 67.2%-5.5pp |
| Annual return | 10.18% | 269.80%-259.6pp | 64.84%-54.7pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $1,160 | $2,267-48.8% | $4,675-75.2% | $2,626-55.8% |
| Participant deferral / active EE | $1,668 | $2,838-41.2% | $5,631-70.4% | $4,350-61.7% |
| Admin fee / account holder | $268 | $1,744-84.7% | $15,885-98.3% | $1,946-86.2% |