Filed September 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $24,891 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $10,232 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,453 | $61,166-43.7% | $185,849-81.5% | $79,391-56.6% |
| Participation rate | 67.3% | 66.6%+0.7pp | 81.7%-14.4pp | 70.7%-3.4pp |
| Annual return | 10.88% | 19.45%-8.6pp | 122.10%-111.2pp | 116.88%-106.0pp |
| Employer contribution / active EE | $1,431 | $2,321-38.3% | $5,169-72.3% | $2,428-41.0% |
| Participant deferral / active EE | $1,933 | $2,789-30.7% | $5,569-65.3% | $4,046-52.2% |
| Admin fee / account holder | $249 | $710-64.9% | $16,244-98.5% | $627-60.2% |