Filed March 17, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $33,002 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,505 | $50,919-30.3% | $155,556-77.2% | $77,762-54.3% |
| Participation rate | 57.4% | 63.1%-5.7pp | 78.2%-20.8pp | 70.6%-13.2pp |
| Annual return | 11.95% | 34.84%-22.9pp | 64.84%-52.9pp | 31.27%-19.3pp |
| Employer contribution / active EE | $2,133 | $1,991+7.1% | $4,675-54.4% | $2,728-21.8% |
| Participant deferral / active EE | $2,159 | $2,824-23.6% | $5,631-61.7% | $4,651-53.6% |
| Admin fee / account holder | $147 | $437-66.3% | $15,885-99.1% | $433-66.0% |