Filed December 15, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $42,943 |
SECURITIES AMERICA INC6 years Filed as: BB&T SECURITIES, LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $15,585 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,753 | $95,415+2.5% | $185,851-47.4% | $85,851+13.9% |
| Participation rate | 95.1% | 68.8%+26.3pp | 81.7%+13.4pp | 69.3%+25.8pp |
| Annual return | 17.45% | 23.59%-6.1pp | 122.11%-104.7pp | 318.63%-301.2pp |
| Employer contribution / active EE | $2,927 | $3,314-11.7% | $5,168-43.4% | $2,565+14.1% |
| Participant deferral / active EE | $9,085 | $3,424+165.3% | $5,569+63.1% | $3,952+129.9% |
| Admin fee / account holder | $388 | $7,215-94.6% | $16,245-97.6% | $6,261-93.8% |