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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $14,157 |
CETERA ADVISOR NETWORKS LLC3+ years Service code 99 200 N SEPULVEDA BLVD STE 100 · EL SEGUNDO, CA 902455670 | Other Fees | $5,365 |
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 | $45,785 | $63,156-27.5% | $122,354-62.6% | $62,293-26.5% |
| Participation rate | 43.9% | 60.0%-16.1pp | 71.6%-27.7pp | 69.5%-25.6pp |
| Annual return | 15.11% | 20.61%-5.5pp | 30.28%-15.2pp | 28.90%-13.8pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,051-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,860 | $2,321-19.9% | $3,287-43.4% | $3,169-41.3% |
| Admin fee / account holder | $153 | $440-65.1% | $5,479-97.2% | $479-68.0% |