Filed July 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $27,443 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $24,288 |
STANDARD RETIREMENT SERVICES7+ years Service code 19 | Securities Custodian | $6,344 |
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.
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 | $71,478 | $94,833-24.6% | $75,696-5.6% | $86,799-17.7% |
| Participation rate | 51.6% | 79.1%-27.5pp | 74.8%-23.2pp | 72.3%-20.7pp |
| Annual return | 15.08% | 16.91%-1.8pp | 104.53%-89.4pp | 97.91%-82.8pp |
| Employer contribution / active EE | $681 | $2,904-76.5% | $2,743-75.2% | $2,405-71.7% |
| Participant deferral / active EE | $2,147 | $3,632-40.9% | $3,821-43.8% | $4,131-48.0% |
| Admin fee / account holder | $181 | $109+66.5% | $3,619-95.0% | $170+6.7% |