Filed November 22, 2019 (most recent of 4 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $70,176 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,608 |
Service code 27 2201 HIGH WICKHAM PL · LOUISVILLE, KY 40245 | Advisory (Plan) | $280 |
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 | $41,157 | $62,928-34.6% | $172,739-76.2% | $67,579-39.1% |
| Participation rate | 96.3% | 64.5%+31.9pp | 82.6%+13.7pp | 71.3%+25.0pp |
| Annual return | 25.18% | 30.36%-5.2pp | 802.84%-777.7pp | 378.56%-353.4pp |
| Employer contribution / active EE | $2,823 | $1,636+72.6% | $5,143-45.1% | $2,148+31.5% |
| Participant deferral / active EE | $4,018 | $2,145+87.3% | $5,198-22.7% | $3,539+13.5% |
| Admin fee / account holder | $107 | $167-35.6% | $13,954-99.2% | $142-24.6% |