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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $46,538 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,442 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,721 | $58,726-61.3% | $92,240-75.4% | $62,293-63.5% |
| Participation rate | 74.0% | 68.3%+5.7pp | 76.5%-2.5pp | 69.5%+4.5pp |
| Annual return | 11.47% | 43.62%-32.1pp | 176.29%-164.8pp | 28.90%-17.4pp |
| Employer contribution / active EE | $2,034 | $2,392-14.9% | $3,680-44.7% | $2,042-0.4% |
| Participant deferral / active EE | $989 | $2,766-64.3% | $3,897-74.6% | $3,169-68.8% |
| Admin fee / account holder | $349 | $556-37.2% | $5,194-93.3% | $479-27.1% |