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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $88,863 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $39,414 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,799 | $106,247-18.3% | $147,096-41.0% | $77,714+11.7% |
| Participation rate | 97.4% | 78.4%+19.0pp | 82.2%+15.2pp | 70.6%+26.8pp |
| Annual return | 14.23% | 56.87%-42.6pp | 419.75%-405.5pp | 31.26%-17.0pp |
| Employer contribution / active EE | $3,244 | $4,069-20.3% | $4,936-34.3% | $2,727+19.0% |
| Participant deferral / active EE | $9,748 | $7,996+21.9% | $8,071+20.8% | $4,649+109.7% |
| Admin fee / account holder | $100 | $338-70.3% | $13,005-99.2% | $433-76.8% |