Filed October 24, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $17,635 |
KORNERSTONE, INC.1 year Service code 27 · EIN 46-4657858 | Advisory (Plan) | $7,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,807 | $62,928-33.6% | $172,753-75.8% | $67,582-38.1% |
| Participation rate | 36.8% | 64.5%-27.6pp | 82.6%-45.8pp | 71.3%-34.4pp |
| Annual return | 14.66% | 30.36%-15.7pp | 803.00%-788.3pp | 378.57%-363.9pp |
| Employer contribution / active EE | $411 | $1,636-74.9% | $5,144-92.0% | $2,148-80.9% |
| Participant deferral / active EE | $1,700 | $2,145-20.7% | $5,198-67.3% | $3,539-52.0% |
| Admin fee / account holder | $183 | $167+9.6% | $13,956-98.7% | $142+28.4% |