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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $29,013 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,523 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,938 | $53,165-83.2% | $86,216-89.6% | $74,460-88.0% |
| Participation rate | 58.0% | 64.9%-6.8pp | 69.0%-11.0pp | 70.7%-12.7pp |
| Annual return | 17.68% | 22.64%-5.0pp | 1169.42%-1151.7pp | 34.38%-16.7pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,382-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,838 | $3,234-43.2% | $3,986-53.9% | $4,530-59.4% |
| Admin fee / account holder | $134 | $551-75.7% | $6,853-98.0% | $348-61.4% |