Filed April 24, 2019
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $53,359 |
Filed as: RAYMOND JAMES FINAN. SERV. ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $43,813 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,030 | $73,102+13.6% | $123,544-32.8% | $56,287+47.5% |
| Participation rate | 92.8% | 74.3%+18.5pp | 82.3%+10.5pp | 69.9%+23.0pp |
| Annual return | -6.54% | 3.01%-9.5pp | 119.20%-125.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,875 | $2,977-37.0% | $4,628-59.5% | $2,111-11.2% |
| Participant deferral / active EE | $6,916 | $5,423+27.5% | $6,426+7.6% | $3,350+106.5% |
| Admin fee / account holder | $446 | $554-19.5% | $9,284-95.2% | $521-14.4% |