Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $44,310 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,238 |
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.
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 | $16,396 | $35,485-53.8% | $74,549-78.0% | $55,725-70.6% |
| Participation rate | 75.6% | 62.5%+13.0pp | 69.1%+6.4pp | 70.9%+4.7pp |
| Annual return | -8.08% | 0.72%-8.8pp | 32.53%-40.6pp | 244.93%-253.0pp |
| Employer contribution / active EE | $1,364 | $777+75.5% | $1,961-30.4% | $2,078-34.4% |
| Participant deferral / active EE | $2,259 | $2,181+3.6% | $3,108-27.3% | $3,356-32.7% |
| Admin fee / account holder | $148 | $114+29.2% | $5,059-97.1% | $115+28.2% |