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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $102,524 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $74,464 |
RELIANCE TRUST COMPANY4 years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,324 | $39,948+33.5% | $89,435-40.4% | $73,412-27.4% |
| Participation rate | 96.8% | 50.4%+46.4pp | 68.0%+28.8pp | 72.2%+24.7pp |
| Annual return | 14.21% | 50.12%-35.9pp | 245.55%-231.3pp | 59.30%-45.1pp |
| Employer contribution / active EE | $2,410 | $1,200+100.8% | $2,587-6.9% | $2,234+7.9% |
| Participant deferral / active EE | $3,468 | $2,193+58.2% | $3,890-10.9% | $3,806-8.9% |
| Admin fee / account holder | $213 | $134+58.6% | $4,884-95.6% | $158+34.8% |