Filed July 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $17,375 |
Filed as: WOODBURY FINANCIAL SERVICES, INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $5,827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,767 | $62,928-73.4% | $172,752-90.3% | $67,579-75.2% |
| Participation rate | 22.4% | 64.5%-42.0pp | 82.6%-60.2pp | 71.3%-48.8pp |
| Annual return | 25.77% | 30.36%-4.6pp | 802.97%-777.2pp | 378.56%-352.8pp |
| Employer contribution / active EE | $151 | $1,636-90.8% | $5,144-97.1% | $2,148-93.0% |
| Participant deferral / active EE | $808 | $2,145-62.3% | $5,198-84.5% | $3,539-77.2% |
| Admin fee / account holder | $211 | $167+26.4% | $13,955-98.5% | $142+48.0% |