Filed March 30, 2022 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $91,472 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $43,591 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,639 | $129,159-36.8% | $184,243-55.7% | $77,714+5.1% |
| Participation rate | 98.8% | 87.4%+11.5pp | 86.8%+12.0pp | 70.6%+28.3pp |
| Annual return | 15.24% | 33.22%-18.0pp | 28.82%-13.6pp | 31.26%-16.0pp |
| Employer contribution / active EE | $3,934 | $4,410-10.8% | $6,427-38.8% | $2,727+44.3% |
| Participant deferral / active EE | $6,339 | $7,305-13.2% | $9,132-30.6% | $4,649+36.3% |
| Admin fee / account holder | $301 | $256+17.9% | $13,914-97.8% | $433-30.4% |