Filed November 4, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,669 |
Filed as: MHS ADVISORY SERVICES Service code 27 10900 WAYZATA BOULEVARD · MINNETONKA, MN 55305 | Advisory (Plan) | $13,413 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,236 | $50,902-46.5% | $155,534-82.5% | $77,736-65.0% |
| Participation rate | 28.8% | 63.1%-34.3pp | 78.2%-49.4pp | 70.6%-41.8pp |
| Annual return | 16.12% | 34.85%-18.7pp | 64.92%-48.8pp | 31.26%-15.1pp |
| Employer contribution / active EE | $426 | $1,991-78.6% | $4,675-90.9% | $2,728-84.4% |
| Participant deferral / active EE | $874 | $2,824-69.0% | $5,630-84.5% | $4,651-81.2% |
| Admin fee / account holder | $149 | $437-65.8% | $15,900-99.1% | $433-65.5% |