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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,693 |
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $22,166 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,776 | $61,391-67.8% | $149,723-86.8% | $71,529-72.4% |
| Participation rate | 96.6% | 62.5%+34.1pp | 78.8%+17.9pp | 67.9%+28.7pp |
| Annual return | 19.15% | 35.88%-16.7pp | 134.50%-115.3pp | 28.97%-9.8pp |
| Employer contribution / active EE | $1,281 | $2,384-46.3% | $4,821-73.4% | $2,590-50.5% |
| Participant deferral / active EE | $4,339 | $2,921+48.6% | $5,682-23.6% | $4,291+1.1% |
| Admin fee / account holder | $116 | $1,264-90.9% | $13,215-99.1% | $1,588-92.7% |