Filed July 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $39,818 |
MMA SECURITIES LLC6 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $27,187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,548 | $91,710-6.7% | $67,560+26.6% | $77,762+10.0% |
| Participation rate | 50.7% | 76.0%-25.3pp | 72.9%-22.3pp | 70.6%-19.9pp |
| Annual return | 14.67% | 14.88%-0.2pp | 3533.50%-3518.8pp | 31.27%-16.6pp |
| Employer contribution / active EE | $901 | $3,187-71.7% | $2,737-67.1% | $2,728-67.0% |
| Participant deferral / active EE | $2,886 | $3,911-26.2% | $4,004-27.9% | $4,651-38.0% |
| Admin fee / account holder | $257 | $245+4.8% | $3,994-93.6% | $433-40.7% |