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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Ot... | $25,696 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,728 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,364 | $39,245-83.8% | $64,105-90.1% | $52,331-87.8% |
| Participation rate | 91.8% | 58.2%+33.5pp | 68.2%+23.6pp | 68.1%+23.7pp |
| Annual return | -2.65% | 14.79%-17.4pp | 791.24%-793.9pp | 4.54%-7.2pp |
| Employer contribution / active EE | $436 | $736-40.7% | $1,820-76.0% | $1,882-76.8% |
| Participant deferral / active EE | $1,748 | $1,992-12.2% | $2,822-38.0% | $3,022-42.1% |
| Admin fee / account holder | $74 | $592-87.4% | $4,499-98.3% | $592-87.4% |