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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $25,233 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $22,668 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,897 | $91,760-69.6% | $156,181-82.1% | $67,986-59.0% |
| Participation rate | 78.6% | 65.0%+13.6pp | 78.8%-0.2pp | 57.2%+21.4pp |
| Annual return | 12.65% | 18.14%-5.5pp | 64.87%-52.2pp | 31.67%-19.0pp |
| Employer contribution / active EE | $1,414 | $2,419-41.6% | $4,294-67.1% | $2,019-30.0% |
| Participant deferral / active EE | $5,790 | $3,960+46.2% | $6,132-5.6% | $3,358+72.4% |
| Admin fee / account holder | $182 | $3,949-95.4% | $14,586-98.8% | $3,203-94.3% |