Filed September 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $28,123 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $10,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,762 | $65,125-52.8% | $143,797-78.6% | $66,949-54.1% |
| Participation rate | 64.0% | 65.2%-1.2pp | 80.3%-16.3pp | 69.8%-5.8pp |
| Annual return | -12.66% | -11.13%-1.5pp | -0.04%-12.6pp | 1.57%-14.2pp |
| Employer contribution / active EE | $1,433 | $2,362-39.3% | $4,952-71.1% | $2,545-43.7% |
| Participant deferral / active EE | $1,964 | $2,920-32.8% | $5,638-65.2% | $4,239-53.7% |
| Admin fee / account holder | $261 | $503-48.2% | $14,679-98.2% | $594-56.1% |