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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $84,324 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,753 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,309 | $55,694-68.9% | $81,844-78.9% | $199,960-91.3% |
| Participation rate | 73.7% | 62.7%+11.0pp | 72.4%+1.3pp | 72.0%+1.7pp |
| Annual return | 18.33% | 19.59%-1.3pp | 778.87%-760.5pp | 34.28%-16.0pp |
| Employer contribution / active EE | $632 | $2,114-70.1% | $2,916-78.3% | $3,036-79.2% |
| Participant deferral / active EE | $2,230 | $3,299-32.4% | $4,323-48.4% | $5,087-56.2% |
| Admin fee / account holder | $90 | $348-74.0% | $7,355-98.8% | $269-66.4% |