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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $14,317 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $2,010 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,222 | $65,092-79.7% | $143,799-90.8% | $66,938-80.2% |
| Participation rate | 74.8% | 65.2%+9.6pp | 80.3%-5.5pp | 69.8%+5.0pp |
| Annual return | -17.22% | -11.14%-6.1pp | -0.04%-17.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,230 | $2,362-47.9% | $4,952-75.2% | $2,545-51.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $118 | $502-76.5% | $14,677-99.2% | $594-80.1% |