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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $39,522 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,459 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $11,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,282 | $47,135+36.4% | $149,682-57.1% | $74,434-13.6% |
| Participation rate | 41.9% | 63.4%-21.5pp | 78.8%-36.9pp | 70.7%-28.9pp |
| Annual return | 15.74% | 22.75%-7.0pp | 134.35%-118.6pp | 34.37%-18.6pp |
| Employer contribution / active EE | $819 | $1,906-57.0% | $4,818-83.0% | $2,638-69.0% |
| Participant deferral / active EE | $1,714 | $2,728-37.2% | $5,681-69.8% | $4,529-62.2% |
| Admin fee / account holder | $279 | $343-18.6% | $13,210-97.9% | $348-19.8% |