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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $47,787 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,122 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,426 | $56,140+32.6% | $76,327-2.5% | $74,4590% |
| Participation rate | 100.0% | 62.6%+37.4pp | 79.2%+20.8pp | 67.2%+32.8pp |
| Annual return | 10.68% | 13.87%-3.2pp | 13.79%-3.1pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $4,809 | $2,881+66.9% | $4,584+4.9% | $2,626+83.1% |
| Participant deferral / active EE | $7,138 | $3,154+126.3% | $5,478+30.3% | $4,350+64.1% |
| Admin fee / account holder | $333 | $776-57.1% | $5,139-93.5% | $1,945-82.9% |