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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $27,478 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $14,324 |
BDO USA, LLP1 year Filed as: BDO Service code 27 · EIN 13-5381590 | Advisory (Plan) | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,497 | $63,768-67.9% | $98,483-79.2% | $79,391-74.2% |
| Participation rate | 67.3% | 69.9%-2.5pp | 73.3%-6.0pp | 70.7%-3.4pp |
| Annual return | 33.21% | 626.18%-593.0pp | 1494.38%-1461.2pp | 116.88%-83.7pp |
| Employer contribution / active EE | $823 | $2,558-67.8% | $2,961-72.2% | $2,428-66.1% |
| Participant deferral / active EE | $2,185 | $3,305-33.9% | $4,276-48.9% | $4,046-46.0% |
| Admin fee / account holder | $232 | $516-55.1% | $5,953-96.1% | $627-63.0% |