Filed October 24, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $31,277 |
KORNERSTONE, INC.3 years Service code 27 · EIN 46-4657858 | Advisory (Plan) | $16,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,184 | $61,166-14.7% | $185,849-71.9% | $79,391-34.3% |
| Participation rate | 44.7% | 66.6%-21.9pp | 81.7%-37.0pp | 70.7%-26.0pp |
| Annual return | 12.84% | 19.45%-6.6pp | 122.10%-109.3pp | 116.88%-104.0pp |
| Employer contribution / active EE | $1,411 | $2,321-39.2% | $5,169-72.7% | $2,428-41.9% |
| Participant deferral / active EE | $2,334 | $2,789-16.3% | $5,569-58.1% | $4,046-42.3% |
| Admin fee / account holder | $336 | $710-52.7% | $16,244-97.9% | $627-46.4% |