Filed April 24, 2019
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $79,256 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $60,904 |
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 | $121,849 | $84,482+44.2% | $125,363-2.8% | $66,930+82.1% |
| Participation rate | 95.1% | 76.4%+18.7pp | 82.4%+12.7pp | 69.8%+25.3pp |
| Annual return | -16.72% | -8.49%-8.2pp | 572.15%-588.9pp | 1.57%-18.3pp |
| Employer contribution / active EE | $2,155 | $3,553-39.3% | $4,815-55.2% | $2,545-15.3% |
| Participant deferral / active EE | $9,386 | $6,782+38.4% | $7,447+26.0% | $4,238+121.5% |
| Admin fee / account holder | $601 | $685-12.3% | $10,005-94.0% | $593+1.2% |