Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $63,180 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 · EIN 35-2467663 | Advisory (Plan) | $41,289 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,052 | $82,979-19.2% | $102,383-34.5% | $77,714-13.7% |
| Participation rate | 86.2% | 71.5%+14.7pp | 74.5%+11.7pp | 70.6%+15.7pp |
| Annual return | 14.36% | 19.11%-4.8pp | 24.94%-10.6pp | 31.26%-16.9pp |
| Employer contribution / active EE | $1,791 | $3,554-49.6% | $3,870-53.7% | $2,727-34.3% |
| Participant deferral / active EE | $5,715 | $4,109+39.1% | $5,060+13.0% | $4,649+22.9% |
| Admin fee / account holder | $233 | $639-63.5% | $8,391-97.2% | $433-46.2% |