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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Claims proc... | $28,380 |
LPL FINANCIAL2 years Filed as: KMS FINANCIAL SERVICES, INC Service code 27 · EIN 91-0850651 | Advisory (Plan) | $18,361 |
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 | $16,850 | $52,967-68.2% | $172,753-90.2% | $65,186-74.2% |
| Participation rate | 93.9% | 66.2%+27.7pp | 82.6%+11.3pp | 70.2%+23.7pp |
| Annual return | 21.36% | 30.12%-8.8pp | 803.00%-781.6pp | 29.39%-8.0pp |
| Employer contribution / active EE | $1,559 | $2,190-28.8% | $5,144-69.7% | $2,177-28.4% |
| Participant deferral / active EE | $2,882 | $2,471+16.6% | $5,198-44.6% | $3,514-18.0% |
| Admin fee / account holder | $209 | $472-55.7% | $13,956-98.5% | $847-75.3% |