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 | $82,972+31.3% | $103,374+5.3% | $77,671+40.2% |
| Participation rate | 59.9% | 71.5%-11.6pp | 74.5%-14.6pp | 70.6%-10.7pp |
| Annual return | 13.82% | 19.14%-5.3pp | 24.89%-11.1pp | 31.21%-17.4pp |
| Employer contribution / active EE | $1,759 | $3,554-50.5% | $3,869-54.5% | $2,726-35.5% |
| Participant deferral / active EE | $4,363 | $4,108+6.2% | $5,058-13.7% | $4,648-6.1% |
| Admin fee / account holder | $279 | $639-56.3% | $8,394-96.7% | $430-35.1% |