Filed January 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $40,387 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $24,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,927 | $47,126-72.6% | $149,673-91.4% | $74,419-82.6% |
| Participation rate | 54.0% | 63.4%-9.4pp | 78.8%-24.8pp | 70.7%-16.8pp |
| Annual return | 18.83% | 22.75%-3.9pp | 134.42%-115.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $580 | $1,905-69.6% | $4,818-88.0% | $2,637-78.0% |
| Participant deferral / active EE | $1,271 | $2,728-53.4% | $5,680-77.6% | $4,528-71.9% |
| Admin fee / account holder | $171 | $343-50.1% | $13,210-98.7% | $348-50.9% |