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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 10 · EIN 93-1253576 | Accounting | $13,681 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $4,490 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 72 · EIN 13-5581829 | Other investment fees and expenses | $20 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,186 | $55,453-83.4% | $170,435-94.6% | $62,293-85.3% |
| Participation rate | 88.8% | 66.4%+22.4pp | 83.6%+5.2pp | 69.5%+19.3pp |
| Annual return | 12.70% | 21.38%-8.7pp | 205.94%-193.2pp | 28.90%-16.2pp |
| Employer contribution / active EE | $385 | $2,164-82.2% | $5,432-92.9% | $2,042-81.1% |
| Participant deferral / active EE | $1,248 | $2,303-45.8% | $4,939-74.7% | $3,169-60.6% |
| Admin fee / account holder | $87 | $455-81.0% | $13,881-99.4% | $479-81.9% |