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; Claims ... | $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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,365 | $42,909-38.6% | $152,093-82.7% | $71,012-62.9% |
| Participation rate | 68.9% | 54.7%+14.2pp | 77.8%-8.9pp | 58.6%+10.3pp |
| Annual return | 10.55% | 30.57%-20.0pp | 66.36%-55.8pp | 37.67%-27.1pp |
| Employer contribution / active EE | $1,241 | $1,369-9.3% | $4,175-70.3% | $2,348-47.1% |
| Participant deferral / active EE | $2,342 | $1,904+23.0% | $5,451-57.0% | $3,246-27.8% |
| Admin fee / account holder | $296 | $1,014-70.8% | $14,497-98.0% | $1,167-74.6% |