Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $31,084 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,155 |
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 | $26,994 | $89,225-69.7% | $135,987-80.1% | $74,429-63.7% |
| Participation rate | 95.8% | 69.4%+26.4pp | 76.4%+19.4pp | 67.2%+28.6pp |
| Annual return | 14.68% | 22.76%-8.1pp | 580.01%-565.3pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $2,136 | $2,816-24.1% | $4,214-49.3% | $2,625-18.6% |
| Participant deferral / active EE | $3,992 | $4,597-13.2% | $7,027-43.2% | $4,348-8.2% |
| Admin fee / account holder | $201 | $1,545-87.0% | $6,716-97.0% | $1,944-89.7% |