Filed September 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $24,960 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $11,267 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,376 | $61,391-47.3% | $149,723-78.4% | $71,529-54.7% |
| Participation rate | 70.5% | 62.5%+8.0pp | 78.8%-8.3pp | 67.9%+2.6pp |
| Annual return | 14.52% | 35.88%-21.4pp | 134.50%-120.0pp | 28.97%-14.5pp |
| Employer contribution / active EE | $1,334 | $2,384-44.0% | $4,821-72.3% | $2,590-48.5% |
| Participant deferral / active EE | $2,073 | $2,921-29.0% | $5,682-63.5% | $4,291-51.7% |
| Admin fee / account holder | $221 | $1,264-82.5% | $13,215-98.3% | $1,588-86.1% |