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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $34,722 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,704 | $49,451+93.5% | $79,576+20.3% | $66,930+43.0% |
| Participation rate | 25.8% | 61.3%-35.6pp | 69.5%-43.7pp | 69.8%-44.0pp |
| Annual return | -21.35% | 84.25%-105.6pp | 0.15%-21.5pp | 1.57%-22.9pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,655 | $3,159-47.6% | $3,985-58.5% | $4,238-60.9% |
| Admin fee / account holder | $258 | $595-56.6% | $6,834-96.2% | $593-56.6% |