Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $55,525 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 · EIN 35-2467663 | Advisory (Plan) | $35,666 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,123 | $106,236-41.5% | $112,249-44.7% | $64,819-4.2% |
| Participation rate | 84.4% | 71.7%+12.7pp | 75.1%+9.4pp | 71.5%+12.9pp |
| Annual return | -15.73% | -6.02%-9.7pp | 27.48%-43.2pp | 32.84%-48.6pp |
| Employer contribution / active EE | $1,864 | $3,166-41.1% | $3,636-48.7% | $2,507-25.7% |
| Participant deferral / active EE | $5,540 | $3,785+46.4% | $4,729+17.1% | $4,311+28.5% |
| Admin fee / account holder | $244 | $452-46.0% | $6,412-96.2% | $188+29.8% |