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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $24,947 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,276 |
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 | $37,910 | $47,163-19.6% | $149,696-74.7% | $74,460-49.1% |
| Participation rate | 30.8% | 63.4%-32.6pp | 78.8%-48.0pp | 70.7%-39.9pp |
| Annual return | 16.33% | 22.75%-6.4pp | 134.46%-118.1pp | 34.38%-18.0pp |
| Employer contribution / active EE | $531 | $1,907-72.2% | $4,821-89.0% | $2,638-79.9% |
| Participant deferral / active EE | $1,076 | $2,730-60.6% | $5,682-81.1% | $4,530-76.3% |
| Admin fee / account holder | $145 | $343-57.7% | $13,212-98.9% | $348-58.3% |