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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,943 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,335 | $42,367-85.0% | $79,580-92.0% | $64,819-90.2% |
| Participation rate | 55.6% | 64.7%-9.1pp | 69.5%-13.8pp | 71.5%-15.8pp |
| Annual return | -17.90% | -12.23%-5.7pp | 0.15%-18.1pp | 32.84%-50.7pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,610 | $3,170-49.2% | $3,985-59.6% | $4,311-62.7% |
| Admin fee / account holder | $129 | $160-19.0% | $6,835-98.1% | $188-31.2% |