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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Claims proc... | $29,714 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $5,689 |
CETERA ADVISOR NETWORKS LLC5+ years Filed as: CETERA INVESTMENT SERVICES, LLC Service code 27 · EIN 41-1483314 | Advisory (Plan) | $2,093 |
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 | $10,924 | $62,928-82.6% | $172,752-93.7% | $67,579-83.8% |
| Participation rate | 38.6% | 64.5%-25.9pp | 82.6%-44.0pp | 71.3%-32.7pp |
| Annual return | 20.59% | 30.36%-9.8pp | 802.97%-782.4pp | 378.56%-358.0pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $511 | $2,145-76.2% | $5,198-90.2% | $3,539-85.6% |
| Admin fee / account holder | $119 | $167-28.3% | $13,955-99.1% | $142-16.1% |