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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $27,077 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,601 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 72 · EIN 13-5581829 | Other investment fees and expenses | $20 |
STANDARD RETIREMENT SERVICES5 years Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
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 | $22,147 | $65,125-66.0% | $143,797-84.6% | $66,949-66.9% |
| Participation rate | 83.6% | 65.2%+18.4pp | 80.3%+3.3pp | 69.8%+13.8pp |
| Annual return | -14.07% | -11.13%-2.9pp | -0.04%-14.0pp | 1.57%-15.6pp |
| Employer contribution / active EE | $814 | $2,362-65.5% | $4,952-83.6% | $2,545-68.0% |
| Participant deferral / active EE | $2,333 | $2,920-20.1% | $5,638-58.6% | $4,239-45.0% |
| Admin fee / account holder | $287 | $503-42.9% | $14,679-98.0% | $594-51.6% |