Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $57,157 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 · EIN 35-2467663 | Advisory (Plan) | $36,551 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,614 | $93,010-17.6% | $96,520-20.6% | $74,440+2.9% |
| Participation rate | 72.4% | 71.6%+0.9pp | 74.3%-1.9pp | 70.7%+1.7pp |
| Annual return | 18.25% | 37.50%-19.2pp | 35.72%-17.5pp | 34.37%-16.1pp |
| Employer contribution / active EE | $1,594 | $3,427-53.5% | $3,739-57.4% | $2,638-39.6% |
| Participant deferral / active EE | $4,980 | $3,971+25.4% | $4,879+2.1% | $4,529+10.0% |
| Admin fee / account holder | $251 | $633-60.3% | $6,733-96.3% | $348-27.8% |