Filed September 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $18,518 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $7,553 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,281 | $52,967-50.4% | $172,753-84.8% | $65,186-59.7% |
| Participation rate | 49.3% | 66.2%-16.9pp | 82.6%-33.4pp | 70.2%-20.9pp |
| Annual return | 14.66% | 30.12%-15.5pp | 803.00%-788.3pp | 29.39%-14.7pp |
| Employer contribution / active EE | $774 | $2,190-64.7% | $5,144-84.9% | $2,177-64.4% |
| Participant deferral / active EE | $1,126 | $2,471-54.4% | $5,198-78.3% | $3,514-68.0% |
| Admin fee / account holder | $199 | $472-57.8% | $13,956-98.6% | $847-76.5% |