Filed April 24, 2019
Total covered: 7 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $53,458 |
Filed as: RAYMOND JAMES FINAN. SERV. ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $45,493 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,243 | $89,652+14.0% | $141,177-27.6% | $65,185+56.9% |
| Participation rate | 95.1% | 74.7%+20.4pp | 82.5%+12.6pp | 70.2%+24.9pp |
| Annual return | 24.50% | 32.79%-8.3pp | 71.40%-46.9pp | 29.38%-4.9pp |
| Employer contribution / active EE | $2,104 | $3,065-31.4% | $4,736-55.6% | $2,177-3.4% |
| Participant deferral / active EE | $7,455 | $5,691+31.0% | $6,710+11.1% | $3,514+112.1% |
| Admin fee / account holder | $437 | $569-23.1% | $10,263-95.7% | $847-48.4% |