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 | Sub-transfer agency fees; Custodial (... | $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 | $101,591+28.9% | $147,096-11.0% | $74,429+76.0% |
| Participation rate | 93.4% | 75.5%+17.9pp | 82.2%+11.2pp | 67.2%+26.2pp |
| Annual return | 14.54% | 8746.45%-8731.9pp | 419.75%-405.2pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $3,643 | $3,813-4.4% | $4,936-26.2% | $2,625+38.8% |
| Participant deferral / active EE | $9,602 | $7,302+31.5% | $8,071+19.0% | $4,348+120.8% |
| Admin fee / account holder | $512 | $1,750-70.7% | $13,005-96.1% | $1,944-73.7% |