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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $27,325 |
LPL FINANCIAL3 years Filed as: KMS FINANCIAL SERVICES, INC Service code 27 · EIN 91-0850651 | Advisory (Plan) | $23,387 |
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 | $22,646 | $58,895-61.5% | $178,503-87.3% | $73,497-69.2% |
| Participation rate | 93.7% | 66.2%+27.4pp | 81.9%+11.7pp | 70.7%+23.0pp |
| Annual return | 17.06% | 24.86%-7.8pp | 151.12%-134.1pp | 28.51%-11.5pp |
| Employer contribution / active EE | $1,905 | $2,236-14.8% | $5,011-62.0% | $2,270-16.1% |
| Participant deferral / active EE | $3,464 | $2,567+34.9% | $5,202-33.4% | $3,740-7.4% |
| Admin fee / account holder | $256 | $400-36.0% | $13,987-98.2% | $513-50.0% |