Filed December 15, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $43,627 |
SECURITIES AMERICA INC7 years Filed as: BB&T SECURITIES, LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $8,168 |
Filed as: RESOURCES INVESTMENTS ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $7,357 |
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 | $77,137 | $73,863+4.4% | $143,797-46.4% | $68,490+12.6% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -18.27% | 0.91%-19.2pp | -0.04%-18.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $3,261 | $3,185+2.4% | $4,952-34.2% | $2,597+25.6% |
| Participant deferral / active EE | $9,074 | $3,385+168.1% | $5,638+60.9% | $4,028+125.3% |
| Admin fee / account holder | $382 | $5,756-93.4% | $14,679-97.4% | $5,403-92.9% |