Filed November 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Filed as: STANCORP FINANCIAL GROUP, INC., Service code 10 · EIN 93-1253576 | Accounting | $16,358 |
Service code 27 · EIN 91-1543805 | Advisory (Plan) | $4,469 |
BENEFITS2 ADMINISTRATORS LLC2 years Service code 13 · EIN 92-1664169 | Contract Administrator | $1,501 |
Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,458 | $80,781-89.5% | $102,437-91.7% | $74,478-88.6% |
| Participation rate | 90.5% | 65.7%+24.9pp | 74.5%+16.0pp | 67.2%+23.3pp |
| Annual return | 10.31% | 27.58%-17.3pp | 24.95%-14.6pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $794 | $3,160-74.9% | $3,871-79.5% | $2,626-69.8% |
| Participant deferral / active EE | $946 | $3,862-75.5% | $5,060-81.3% | $4,350-78.2% |
| Admin fee / account holder | $105 | $2,372-95.6% | $8,388-98.7% | $1,946-94.6% |