Filed October 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $19,455 |
CETERA ADVISOR NETWORKS LLC2 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $5,827 |
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $2,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,576 | $60,119-34.2% | $90,430-56.2% | $79,858-50.4% |
| Participation rate | 65.5% | 65.0%+0.5pp | 72.7%-7.2pp | 69.6%-4.2pp |
| Annual return | 18.04% | 71.94%-53.9pp | 1293.73%-1275.7pp | 31.72%-13.7pp |
| Employer contribution / active EE | $418 | $2,068-79.8% | $3,262-87.2% | $2,471-83.1% |
| Participant deferral / active EE | $4,227 | $2,938+43.9% | $3,963+6.7% | $3,740+13.0% |
| Admin fee / account holder | $156 | $3,976-96.1% | $5,613-97.2% | $5,306-97.1% |