Filed October 4, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $17,838 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,674 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,692 | $138,393-73.5% | $184,256-80.1% | $80,959-54.7% |
| Participation rate | 94.7% | 83.9%+10.8pp | 86.8%+7.9pp | 67.7%+27.1pp |
| Annual return | 14.93% | 20.01%-5.1pp | 28.85%-13.9pp | 35.67%-20.7pp |
| Employer contribution / active EE | $2,456 | $4,847-49.3% | $6,427-61.8% | $2,757-10.9% |
| Participant deferral / active EE | $3,199 | $7,076-54.8% | $9,133-65.0% | $4,300-25.6% |
| Admin fee / account holder | $309 | $10,489-97.1% | $13,899-97.8% | $6,925-95.5% |