Filed July 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $27,811 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $14,684 |
STANDARD RETIREMENT SERVICES3+ years Service code 19 | Securities Custodian | $3,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,338 | $74,552-16.4% | $63,018-1.1% | $69,631-10.5% |
| Participation rate | 45.9% | 78.3%-32.4pp | 74.8%-28.9pp | 70.7%-24.8pp |
| Annual return | 18.03% | 15.77%+2.3pp | 87.62%-69.6pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,110 | $2,929-62.1% | $2,761-59.8% | $2,032-45.4% |
| Participant deferral / active EE | $1,968 | $2,974-33.8% | $3,330-40.9% | $3,224-39.0% |
| Admin fee / account holder | $185 | $59+211.0% | $3,601-94.9% | $110+67.3% |