Filed February 14, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $61,581 |
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $31,974 |
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 | $63,180 | $66,650-5.2% | $92,915-32.0% | $67,582-6.5% |
| Participation rate | 67.8% | 72.5%-4.7pp | 76.0%-8.2pp | 71.3%-3.5pp |
| Annual return | 21.43% | 92.64%-71.2pp | 109.45%-88.0pp | 378.57%-357.1pp |
| Employer contribution / active EE | $1,702 | $2,777-38.7% | $3,653-53.4% | $2,148-20.7% |
| Participant deferral / active EE | $3,723 | $3,160+17.8% | $4,238-12.1% | $3,539+5.2% |
| Admin fee / account holder | $208 | $199+4.6% | $5,796-96.4% | $142+46.3% |