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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $19,253 |
LPL FINANCIAL4+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,957 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,808 | $66,302-44.5% | $110,243-66.6% | $56,289-34.6% |
| Participation rate | 84.8% | 74.9%+9.8pp | 79.8%+4.9pp | 69.9%+14.9pp |
| Annual return | -3.44% | -1.18%-2.3pp | 314.76%-318.2pp | -9.96%+6.5pp |
| Employer contribution / active EE | $348 | $2,047-83.0% | $3,827-90.9% | $2,111-83.5% |
| Participant deferral / active EE | $2,844 | $3,381-15.9% | $4,672-39.1% | $3,350-15.1% |
| Admin fee / account holder | $327 | $698-53.2% | $8,548-96.2% | $521-37.2% |