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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $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% | $133,698-79.8% | $74,478-63.8% |
| Participation rate | 95.8% | 69.4%+26.4pp | 76.4%+19.4pp | 67.2%+28.6pp |
| Annual return | 14.68% | 22.76%-8.1pp | 580.90%-566.2pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $2,136 | $2,816-24.1% | $4,218-49.3% | $2,626-18.7% |
| Participant deferral / active EE | $3,992 | $4,597-13.2% | $7,016-43.1% | $4,350-8.2% |
| Admin fee / account holder | $201 | $1,545-87.0% | $6,703-97.0% | $1,946-89.7% |