Filed September 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $17,413 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,402 | $47,977-45.0% | $154,108-82.9% | $56,289-53.1% |
| Participation rate | 52.8% | 66.2%-13.4pp | 83.0%-30.3pp | 69.9%-17.1pp |
| Annual return | -0.98% | 3.54%-4.5pp | 735.21%-736.2pp | -9.96%+9.0pp |
| Employer contribution / active EE | $1,023 | $2,169-52.8% | $5,298-80.7% | $2,111-51.5% |
| Participant deferral / active EE | $1,450 | $2,392-39.4% | $5,081-71.5% | $3,350-56.7% |
| Admin fee / account holder | $217 | $438-50.5% | $13,411-98.4% | $521-58.3% |