Filed December 15, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $35,602 |
SECURITIES AMERICA INC3 years Filed as: BB&T SECURITIES, LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $10,232 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $3,610 |
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 | $51,592 | $75,962-32.1% | $154,108-66.5% | $64,173-19.6% |
| Participation rate | 90.9% | 70.4%+20.5pp | 83.0%+7.9pp | 69.6%+21.3pp |
| Annual return | -6.13% | 30.32%-36.4pp | 735.21%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,802 | $3,350-16.4% | $5,298-47.1% | $2,381+17.7% |
| Participant deferral / active EE | $9,103 | $3,175+186.7% | $5,081+79.2% | $3,470+162.4% |
| Admin fee / account holder | $276 | $5,589-95.1% | $13,411-97.9% | $4,887-94.3% |