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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $27,822 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,395 | $46,464+4.2% | $150,298-67.8% | $79,634-39.2% |
| Participation rate | 32.3% | 57.0%-24.6pp | 77.8%-45.4pp | 62.5%-30.2pp |
| Annual return | 14.41% | 27.89%-13.5pp | 62.79%-48.4pp | 36.46%-22.1pp |
| Employer contribution / active EE | $586 | $1,512-61.2% | $4,154-85.9% | $2,529-76.8% |
| Participant deferral / active EE | $1,254 | $2,157-41.8% | $5,453-77.0% | $3,835-67.3% |
| Admin fee / account holder | $168 | $891-81.2% | $14,116-98.8% | $1,002-83.3% |