Filed December 15, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $29,498 |
SECURITIES AMERICA INC2 years Filed as: BB&T SECURITIES, LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $12,091 |
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 | $52,051 | $84,236-38.2% | $170,435-69.5% | $70,126-25.8% |
| Participation rate | 90.8% | 70.8%+20.0pp | 83.6%+7.2pp | 69.5%+21.2pp |
| Annual return | 21.68% | 23.06%-1.4pp | 205.94%-184.3pp | 73.15%-51.5pp |
| Employer contribution / active EE | $2,547 | $3,387-24.8% | $5,432-53.1% | $2,343+8.7% |
| Participant deferral / active EE | $7,604 | $3,086+146.4% | $4,939+53.9% | $3,332+128.2% |
| Admin fee / account holder | $236 | $5,698-95.9% | $13,881-98.3% | $4,645-94.9% |