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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $42,970 |
Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $17,985 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,109 | $39,819-69.6% | $67,834-82.1% | $57,658-79.0% |
| Participation rate | 90.8% | 61.2%+29.6pp | 68.8%+22.0pp | 70.2%+20.6pp |
| Annual return | 9.82% | 9.19%+0.6pp | 138.47%-128.7pp | 5.13%+4.7pp |
| Employer contribution / active EE | $143 | $1,277-88.8% | $2,403-94.1% | $1,974-92.8% |
| Participant deferral / active EE | $2,238 | $2,209+1.3% | $3,160-29.2% | $3,061-26.9% |
| Admin fee / account holder | $91 | $84+9.3% | $4,622-98.0% | $95-3.3% |