Filed October 24, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $24,255 |
KORNERSTONE, INC.2 years Service code 27 · EIN 46-4657858 | Advisory (Plan) | $11,866 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $200 |
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 | $47,013 | $52,293-10.1% | $178,503-73.7% | $73,412-36.0% |
| Participation rate | 37.8% | 65.3%-27.5pp | 81.9%-44.1pp | 72.2%-34.4pp |
| Annual return | 11.19% | 34.75%-23.6pp | 151.12%-139.9pp | 59.30%-48.1pp |
| Employer contribution / active EE | $756 | $1,736-56.5% | $5,011-84.9% | $2,234-66.2% |
| Participant deferral / active EE | $1,840 | $2,333-21.1% | $5,202-64.6% | $3,806-51.7% |
| Admin fee / account holder | $258 | $127+102.3% | $13,987-98.2% | $158+63.1% |