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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $15,860 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,599 |
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 | $16,936 | $46,732-63.8% | $156,551-89.2% | $55,167-69.3% |
| Participation rate | 92.2% | 65.8%+26.4pp | 84.0%+8.1pp | 69.0%+23.2pp |
| Annual return | 6.82% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,010 | $2,105-52.0% | $5,501-81.6% | $1,963-48.5% |
| Participant deferral / active EE | $2,692 | $2,204+22.1% | $4,871-44.7% | $3,054-11.9% |
| Admin fee / account holder | $157 | $418-62.5% | $13,028-98.8% | $504-68.9% |