Filed February 14, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $93,641 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,900 | $83,023+31.2% | $102,437+6.3% | $77,762+40.0% |
| Participation rate | 59.9% | 71.5%-11.7pp | 74.5%-14.6pp | 70.6%-10.7pp |
| Annual return | 13.82% | 19.12%-5.3pp | 24.95%-11.1pp | 31.27%-17.5pp |
| Employer contribution / active EE | $1,759 | $3,552-50.5% | $3,871-54.5% | $2,728-35.5% |
| Participant deferral / active EE | $4,363 | $4,110+6.2% | $5,060-13.8% | $4,651-6.2% |
| Admin fee / account holder | $279 | $639-56.3% | $8,388-96.7% | $433-35.5% |