Filed February 14, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $76,732 |
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $38,364 |
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 | $86,092 | $93,010-7.4% | $96,538-10.8% | $74,473+15.6% |
| Participation rate | 58.7% | 71.6%-12.9pp | 74.3%-15.7pp | 70.7%-12.1pp |
| Annual return | 21.87% | 37.50%-15.6pp | 35.74%-13.9pp | 34.36%-12.5pp |
| Employer contribution / active EE | $1,729 | $3,427-49.6% | $3,740-53.8% | $2,638-34.5% |
| Participant deferral / active EE | $4,162 | $3,971+4.8% | $4,880-14.7% | $4,530-8.1% |
| Admin fee / account holder | $219 | $633-65.5% | $6,737-96.8% | $347-37.0% |