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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $129,256 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $55,173 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISOR Service code 27 · EIN 20-4553256 | Advisory (Plan) | $47,544 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,907 | $45,022+22.0% | $85,126-35.5% | $77,714-29.3% |
| Participation rate | 95.7% | 48.7%+47.0pp | 67.5%+28.2pp | 70.6%+25.1pp |
| Annual return | 12.52% | 79.38%-66.9pp | 66.63%-54.1pp | 31.26%-18.7pp |
| Employer contribution / active EE | $3,886 | $1,610+141.4% | $2,731+42.3% | $2,727+42.5% |
| Participant deferral / active EE | $3,481 | $2,811+23.8% | $4,523-23.0% | $4,649-25.1% |
| Admin fee / account holder | $203 | $913-77.7% | $6,160-96.7% | $433-53.0% |