Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $18,493 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,335 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,973 | $55,453-67.6% | $170,435-89.5% | $62,293-71.1% |
| Participation rate | 97.6% | 66.4%+31.2pp | 83.6%+14.0pp | 69.5%+28.0pp |
| Annual return | 17.64% | 21.38%-3.7pp | 205.94%-188.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $954 | $2,164-55.9% | $5,432-82.4% | $2,042-53.3% |
| Participant deferral / active EE | $2,925 | $2,303+27.0% | $4,939-40.8% | $3,169-7.7% |
| Admin fee / account holder | $148 | $455-67.5% | $13,881-98.9% | $479-69.2% |