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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $23,778 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,748 |
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 | $18,830 | $52,967-64.5% | $172,753-89.1% | $65,186-71.1% |
| Participation rate | 96.6% | 66.2%+30.4pp | 82.6%+13.9pp | 70.2%+26.4pp |
| Annual return | 22.47% | 30.12%-7.7pp | 803.00%-780.5pp | 29.39%-6.9pp |
| Employer contribution / active EE | $1,220 | $2,190-44.3% | $5,144-76.3% | $2,177-44.0% |
| Participant deferral / active EE | $4,130 | $2,471+67.2% | $5,198-20.5% | $3,514+17.5% |
| Admin fee / account holder | $156 | $472-67.0% | $13,956-98.9% | $847-81.6% |