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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $39,146 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,626 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $6,174 |
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 | $19,824 | $40,174-50.7% | $84,020-76.4% | $67,579-70.7% |
| Participation rate | 65.2% | 62.7%+2.5pp | 69.0%-3.8pp | 71.3%-6.1pp |
| Annual return | 23.39% | 25.82%-2.4pp | 71.31%-47.9pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,248 | $808+54.5% | $1,984-37.1% | $2,148-41.9% |
| Participant deferral / active EE | $2,023 | $2,301-12.1% | $3,239-37.5% | $3,539-42.8% |
| Admin fee / account holder | $132 | $128+3.1% | $6,101-97.8% | $142-7.0% |