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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Shareholder servicing fees; Claims pr... | $18,100 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,821 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,004 | $69,848-75.7% | $115,756-85.3% | $66,938-74.6% |
| Participation rate | 99.0% | 70.6%+28.4pp | 77.1%+21.9pp | 69.8%+29.2pp |
| Annual return | -8.93% | 969.66%-978.6pp | 143.14%-152.1pp | 1.58%-10.5pp |
| Employer contribution / active EE | $2,073 | $2,613-20.7% | $3,793-45.3% | $2,545-18.6% |
| Participant deferral / active EE | $3,713 | $4,274-13.1% | $6,254-40.6% | $4,238-12.4% |
| Admin fee / account holder | $118 | $337-65.1% | $8,124-98.6% | $594-80.2% |