Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $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 | $83,023-19.2% | $102,437-34.5% | $77,762-13.8% |
| Participation rate | 86.2% | 71.5%+14.7pp | 74.5%+11.7pp | 70.6%+15.6pp |
| Annual return | 14.36% | 19.12%-4.8pp | 24.95%-10.6pp | 31.27%-16.9pp |
| Employer contribution / active EE | $1,791 | $3,552-49.6% | $3,871-53.7% | $2,728-34.3% |
| Participant deferral / active EE | $5,715 | $4,110+39.1% | $5,060+12.9% | $4,651+22.9% |
| Admin fee / account holder | $233 | $639-63.5% | $8,388-97.2% | $433-46.1% |