Filed July 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Other fees; Sub-transfer agency fees;... | $24,701 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,455 |
STANDARD RETIREMENT SERVICES4+ years Service code 19 | Securities Custodian | $5,548 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,581 | $70,083-29.3% | $59,899-17.2% | $55,725-11.0% |
| Participation rate | 40.6% | 78.4%-37.8pp | 74.7%-34.1pp | 70.9%-30.3pp |
| Annual return | -5.41% | 3.13%-8.5pp | 3.46%-8.9pp | 244.93%-250.3pp |
| Employer contribution / active EE | $908 | $2,878-68.5% | $2,723-66.7% | $2,078-56.3% |
| Participant deferral / active EE | $1,507 | $3,079-51.1% | $3,402-55.7% | $3,356-55.1% |
| Admin fee / account holder | $156 | $70+121.2% | $3,592-95.7% | $115+35.1% |