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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $52,610 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $28,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,643 | $62,928-29.1% | $172,755-74.2% | $67,579-33.9% |
| Participation rate | 35.0% | 64.5%-29.5pp | 82.6%-47.7pp | 71.3%-36.3pp |
| Annual return | 22.55% | 30.36%-7.8pp | 802.94%-780.4pp | 378.56%-356.0pp |
| Employer contribution / active EE | $440 | $1,636-73.1% | $5,144-91.4% | $2,148-79.5% |
| Participant deferral / active EE | $1,366 | $2,145-36.3% | $5,198-73.7% | $3,539-61.4% |
| Admin fee / account holder | $242 | $167+45.3% | $13,955-98.3% | $142+70.1% |