Filed April 24, 2019
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $69,182 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,034 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,962 | $101,499+29.0% | $147,005-10.9% | $74,546+75.7% |
| Participation rate | 93.4% | 75.5%+17.9pp | 82.2%+11.2pp | 67.2%+26.2pp |
| Annual return | 14.54% | 8732.34%-8717.8pp | 418.76%-404.2pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $3,643 | $3,811-4.4% | $4,934-26.2% | $2,624+38.8% |
| Participant deferral / active EE | $9,602 | $7,304+31.4% | $8,070+19.0% | $4,347+120.9% |
| Admin fee / account holder | $512 | $1,748-70.7% | $13,006-96.1% | $1,944-73.6% |