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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Filed as: STANCORP FINANCIAL GROUP, INC. Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $22,643 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $12,858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,018 | $55,453-80.1% | $170,442-93.5% | $62,292-82.3% |
| Participation rate | 59.0% | 66.4%-7.3pp | 83.6%-24.6pp | 69.5%-10.5pp |
| Annual return | 20.14% | 21.38%-1.2pp | 205.93%-185.8pp | 28.90%-8.8pp |
| Employer contribution / active EE | $667 | $2,164-69.2% | $5,433-87.7% | $2,042-67.3% |
| Participant deferral / active EE | $989 | $2,303-57.1% | $4,939-80.0% | $3,169-68.8% |
| Admin fee / account holder | $134 | $455-70.6% | $13,880-99.0% | $479-72.1% |