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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $13,297 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,472 |
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 | $20,024 | $46,732-57.2% | $156,551-87.2% | $55,167-63.7% |
| Participation rate | 40.0% | 65.8%-25.8pp | 84.0%-44.0pp | 69.0%-29.0pp |
| Annual return | 5.15% | 17.72%-12.6pp | 32.23%-27.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $379 | $2,105-82.0% | $5,501-93.1% | $1,963-80.7% |
| Participant deferral / active EE | $1,133 | $2,204-48.6% | $4,871-76.7% | $3,054-62.9% |
| Admin fee / account holder | $265 | $418-36.5% | $13,028-98.0% | $504-47.3% |