Filed September 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $38,227 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,373 | $49,915-23.1% | $154,803-75.2% | $74,304-48.4% |
| Participation rate | 55.0% | 54.0%+1.1pp | 78.1%-23.0pp | 60.3%-5.3pp |
| Annual return | 12.06% | 34.06%-22.0pp | 58.88%-46.8pp | 29.43%-17.4pp |
| Employer contribution / active EE | $1,044 | $1,611-35.2% | $4,305-75.8% | $2,241-53.4% |
| Participant deferral / active EE | $1,508 | $2,255-33.1% | $5,540-72.8% | $3,767-60.0% |
| Admin fee / account holder | $303 | $2,189-86.2% | $14,329-97.9% | $2,969-89.8% |