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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $31,674 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $17,588 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $13,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,792 | $51,223-71.1% | $82,763-82.1% | $66,949-77.9% |
| Participation rate | 73.4% | 67.9%+5.5pp | 72.6%+0.8pp | 69.8%+3.6pp |
| Annual return | -21.23% | -9.85%-11.4pp | 702.45%-723.7pp | 1.57%-22.8pp |
| Employer contribution / active EE | $628 | $2,611-75.9% | $3,008-79.1% | $2,545-75.3% |
| Participant deferral / active EE | $2,120 | $3,460-38.7% | $4,395-51.8% | $4,239-50.0% |
| Admin fee / account holder | $254 | $415-38.8% | $5,325-95.2% | $594-57.2% |