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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $121,596 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $90,303 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,541 | $40,435+37.4% | $80,627-31.1% | $74,460-25.4% |
| Participation rate | 93.4% | 47.4%+46.0pp | 67.0%+26.4pp | 70.7%+22.6pp |
| Annual return | 14.61% | 165.19%-150.6pp | 936.76%-922.2pp | 34.38%-19.8pp |
| Employer contribution / active EE | $2,775 | $1,498+85.3% | $2,723+1.9% | $2,638+5.2% |
| Participant deferral / active EE | $3,512 | $2,673+31.4% | $4,443-20.9% | $4,530-22.5% |
| Admin fee / account holder | $221 | $721-69.4% | $5,381-95.9% | $348-36.6% |