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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $35,415 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,912 |
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).
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 | $10,728 | $48,064-77.7% | $78,778-86.4% | $69,631-84.6% |
| Participation rate | 89.7% | 61.6%+28.2pp | 69.2%+20.5pp | 70.7%+19.0pp |
| Annual return | 18.44% | 21.81%-3.4pp | 35.62%-17.2pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $941 | $744+26.6% | $1,986-52.6% | $2,032-53.7% |
| Participant deferral / active EE | $1,890 | $2,079-9.1% | $2,958-36.1% | $3,224-41.4% |
| Admin fee / account holder | $93 | $152-39.0% | $5,134-98.2% | $110-16.1% |