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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $6,964 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,830 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,681 | $58,895-73.4% | $178,503-91.2% | $73,497-78.7% |
| Participation rate | 83.6% | 66.2%+17.4pp | 81.9%+1.7pp | 70.7%+12.9pp |
| Annual return | 17.93% | 24.86%-6.9pp | 151.12%-133.2pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,792 | $2,236-19.8% | $5,011-64.2% | $2,270-21.0% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $100 | $400-75.0% | $13,987-99.3% | $513-80.5% |