Filed May 25, 2026
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $44,795 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $29,596 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,153 | $46,332-41.4% | $143,797-81.1% | $64,824-58.1% |
| Participation rate | 82.5% | 64.2%+18.3pp | 80.3%+2.2pp | 71.5%+11.0pp |
| Annual return | -16.21% | -10.05%-6.2pp | -0.04%-16.2pp | 32.84%-49.1pp |
| Employer contribution / active EE | $1,425 | $1,911-25.4% | $4,952-71.2% | $2,507-43.2% |
| Participant deferral / active EE | $3,557 | $2,647+34.4% | $5,638-36.9% | $4,311-17.5% |
| Admin fee / account holder | $160 | $154+3.7% | $14,679-98.9% | $188-15.1% |