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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $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 | $42,909+12.8% | $152,093-68.2% | $71,012-31.8% |
| Participation rate | 32.3% | 54.7%-22.3pp | 77.8%-45.4pp | 58.6%-26.2pp |
| Annual return | 14.41% | 30.57%-16.2pp | 66.36%-51.9pp | 37.67%-23.3pp |
| Employer contribution / active EE | $586 | $1,369-57.2% | $4,175-86.0% | $2,348-75.0% |
| Participant deferral / active EE | $1,254 | $1,904-34.1% | $5,451-77.0% | $3,246-61.4% |
| Admin fee / account holder | $168 | $1,014-83.5% | $14,497-98.8% | $1,167-85.6% |