Filed September 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $48,872 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,967 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $14,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,365 | $36,904-28.6% | $158,223-83.3% | $65,191-59.6% |
| Participation rate | 68.9% | 62.1%+6.8pp | 79.2%-10.3pp | 63.0%+5.9pp |
| Annual return | 10.55% | 24.43%-13.9pp | 52.09%-41.5pp | 51.24%-40.7pp |
| Employer contribution / active EE | $1,241 | $1,489-16.7% | $4,109-69.8% | $2,400-48.3% |
| Participant deferral / active EE | $2,342 | $1,936+21.0% | $5,467-57.2% | $2,671-12.3% |
| Admin fee / account holder | $296 | $793-62.6% | $16,047-98.2% | $907-67.3% |