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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $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 | $55,527-68.8% | $81,783-78.8% | $199,768-91.3% |
| Participation rate | 73.7% | 62.7%+10.9pp | 72.4%+1.3pp | 72.0%+1.7pp |
| Annual return | 18.33% | 19.58%-1.2pp | 775.05%-756.7pp | 34.26%-15.9pp |
| Employer contribution / active EE | $632 | $2,111-70.1% | $2,913-78.3% | $3,037-79.2% |
| Participant deferral / active EE | $2,230 | $3,296-32.3% | $4,320-48.4% | $5,090-56.2% |
| Admin fee / account holder | $90 | $347-74.0% | $7,380-98.8% | $269-66.4% |