Filed October 4, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $13,273 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,989 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,392 | $110,083-78.8% | $151,628-84.6% | $68,495-65.8% |
| Participation rate | 95.2% | 84.0%+11.3pp | 87.5%+7.7pp | 67.9%+27.3pp |
| Annual return | -16.53% | -10.12%-6.4pp | 3.34%-19.9pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,382 | $4,470-46.7% | $6,165-61.4% | $2,596-8.3% |
| Participant deferral / active EE | $3,298 | $6,526-49.5% | $8,363-60.6% | $4,028-18.1% |
| Admin fee / account holder | $248 | $7,718-96.8% | $11,613-97.9% | $5,403-95.4% |