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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $40,011 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,976 | $54,245-77.9% | $93,727-87.2% | $77,762-84.6% |
| Participation rate | 58.0% | 63.9%-5.9pp | 68.7%-10.7pp | 70.6%-12.6pp |
| Annual return | 11.28% | 30.58%-19.3pp | 133.83%-122.6pp | 31.27%-20.0pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,214 | $3,144-29.6% | $4,417-49.9% | $4,651-52.4% |
| Admin fee / account holder | $193 | $575-66.5% | $8,292-97.7% | $433-55.4% |