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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $154,425 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $107,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,327 | $100,147-41.8% | $81,286-28.2% | $145,877-60.0% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 16.69% | 34.44%-17.7pp | 24.80%-8.1pp | 551.28%-534.6pp |
| Employer contribution / active EE | $49,074 | $2,977+1548.3% | $2,463+1892.7% | $4,663+952.4% |
| Participant deferral / active EE | $241,953 | $4,607+5151.5% | $3,883+6130.9% | $6,691+3516.3% |
| Admin fee / account holder | $203 | $8,201-97.5% | $5,764-96.5% | $13,402-98.5% |