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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,246 |
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $22,568 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,583 | $61,172-63.1% | $185,851-87.8% | $79,389-71.6% |
| Participation rate | 96.1% | 66.6%+29.5pp | 81.7%+14.4pp | 70.7%+25.4pp |
| Annual return | 13.93% | 19.45%-5.5pp | 122.11%-108.2pp | 116.89%-103.0pp |
| Employer contribution / active EE | $637 | $2,321-72.5% | $5,168-87.7% | $2,428-73.8% |
| Participant deferral / active EE | $4,437 | $2,788+59.1% | $5,569-20.3% | $4,046+9.7% |
| Admin fee / account holder | $148 | $710-79.1% | $16,245-99.1% | $626-76.3% |