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 |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,648 |
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $21,998 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,104 | $65,125-75.3% | $143,797-88.8% | $66,949-75.9% |
| Participation rate | 97.9% | 65.2%+32.7pp | 80.3%+17.6pp | 69.8%+28.1pp |
| Annual return | -16.63% | -11.13%-5.5pp | -0.04%-16.6pp | 1.57%-18.2pp |
| Employer contribution / active EE | $961 | $2,362-59.3% | $4,952-80.6% | $2,545-62.2% |
| Participant deferral / active EE | $3,761 | $2,920+28.8% | $5,638-33.3% | $4,239-11.3% |
| Admin fee / account holder | $123 | $503-75.6% | $14,679-99.2% | $594-79.3% |