Filed December 15, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $28,865 |
SECURITIES AMERICA INC1 year Filed as: BB&T SECURITIES, LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $8,245 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $2,763 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,794 | $77,638-47.5% | $156,551-73.9% | $62,881-35.1% |
| Participation rate | 89.9% | 71.2%+18.7pp | 84.0%+5.9pp | 69.3%+20.6pp |
| Annual return | 7.94% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,745 | $3,444-20.3% | $5,501-50.1% | $2,281+20.4% |
| Participant deferral / active EE | $8,576 | $3,046+181.6% | $4,871+76.1% | $3,203+167.8% |
| Admin fee / account holder | $211 | $5,561-96.2% | $13,028-98.4% | $4,296-95.1% |