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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $24,937 |
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,408 |
STANDARD RETIREMENT SERVICES4 years Service code 19 · EIN 25-1838406 | Securities Custodian | $438 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 72 · EIN 13-5581829 | Other investment fees and expenses | $20 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,204 | $61,166-68.6% | $185,849-89.7% | $79,391-75.8% |
| Participation rate | 88.0% | 66.6%+21.3pp | 81.7%+6.3pp | 70.7%+17.3pp |
| Annual return | 14.95% | 19.45%-4.5pp | 122.10%-107.1pp | 116.88%-101.9pp |
| Employer contribution / active EE | $725 | $2,321-68.7% | $5,169-86.0% | $2,428-70.1% |
| Participant deferral / active EE | $1,834 | $2,789-34.2% | $5,569-67.1% | $4,046-54.7% |
| Admin fee / account holder | $209 | $710-70.5% | $16,244-98.7% | $627-66.6% |