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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $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 | $100,279-41.8% | $81,353-28.3% | $145,884-60.0% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 16.69% | 34.49%-17.8pp | 24.82%-8.1pp | 551.85%-535.2pp |
| Employer contribution / active EE | $49,074 | $2,979+1547.2% | $2,464+1891.7% | $4,662+952.6% |
| Participant deferral / active EE | $241,953 | $4,611+5147.4% | $3,885+6128.5% | $6,690+3516.8% |
| Admin fee / account holder | $203 | $8,206-97.5% | $5,766-96.5% | $13,392-98.5% |