Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $23,276 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 · EIN 27-1180831 | Advisory (Plan) | $7,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,374 | $50,815-32.4% | $155,509-77.9% | $77,643-55.7% |
| Participation rate | 56.2% | 63.1%-6.9pp | 78.2%-22.0pp | 70.6%-14.3pp |
| Annual return | 9.73% | 34.80%-25.1pp | 64.67%-54.9pp | 31.24%-21.5pp |
| Employer contribution / active EE | $850 | $1,993-57.4% | $4,672-81.8% | $2,726-68.8% |
| Participant deferral / active EE | $2,476 | $2,822-12.3% | $5,626-56.0% | $4,647-46.7% |
| Admin fee / account holder | $80 | $437-81.8% | $15,912-99.5% | $430-81.5% |