Filed January 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 95-2834236 | Recordkeeping and information managem... | $35,613 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,603 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,434 | $36,916-60.9% | $156,551-90.8% | $57,658-75.0% |
| Participation rate | 63.2% | 63.4%-0.3pp | 84.0%-20.8pp | 70.2%-7.1pp |
| Annual return | 0.73% | 12.38%-11.7pp | 32.23%-31.5pp | 5.13%-4.4pp |
| Employer contribution / active EE | $1,944 | $1,571+23.8% | $5,501-64.7% | $1,974-1.5% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $134 | $82+62.8% | $13,028-99.0% | $95+42.1% |