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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Distrib... | $26,372 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $7,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,681 | $37,196-74.0% | $154,108-93.7% | $55,725-82.6% |
| Participation rate | 39.2% | 64.1%-24.9pp | 83.0%-43.8pp | 70.9%-31.7pp |
| Annual return | -5.46% | 1319.68%-1325.1pp | 735.21%-740.7pp | 244.93%-250.4pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $552 | $2,068-73.3% | $5,081-89.1% | $3,356-83.5% |
| Admin fee / account holder | $115 | $102+13.0% | $13,411-99.1% | $115-0.4% |