Filed April 24, 2019
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Distribution ... | $45,358 |
Filed as: RAYMOND JAMES FINAN. SERV. ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $17,633 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $16,845 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,760 | $75,183+18.1% | $123,894-28.4% | $55,167+60.9% |
| Participation rate | 90.4% | 72.8%+17.6pp | 81.4%+9.0pp | 69.0%+21.4pp |
| Annual return | 8.16% | 19.01%-10.9pp | 47.52%-39.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,113 | $2,823-60.6% | $4,617-75.9% | $1,963-43.3% |
| Participant deferral / active EE | $6,745 | $5,084+32.7% | $5,984+12.7% | $3,054+120.8% |
| Admin fee / account holder | $399 | $663-39.8% | $8,357-95.2% | $504-20.9% |