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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $11,851 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,654 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,276 | $46,360-45.5% | $147,617-82.9% | $52,331-51.7% |
| Participation rate | 36.3% | 64.9%-28.6pp | 84.6%-48.3pp | 68.1%-31.8pp |
| Annual return | 0.63% | 1.62%-1.0pp | 61.98%-61.4pp | 4.54%-3.9pp |
| Employer contribution / active EE | $411 | $2,126-80.7% | $5,564-92.6% | $1,882-78.2% |
| Participant deferral / active EE | $1,336 | $2,258-40.8% | $4,895-72.7% | $3,022-55.8% |
| Admin fee / account holder | $250 | $766-67.3% | $11,612-97.8% | $592-57.7% |