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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $32,411 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,776 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $11,156 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $4,790 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,245 | $80,177-89.7% | $123,894-93.3% | $57,658-85.7% |
| Participation rate | 87.3% | 74.4%+12.8pp | 81.4%+5.9pp | 70.2%+17.0pp |
| Annual return | 13.87% | 17.90%-4.0pp | 47.52%-33.6pp | 5.13%+8.7pp |
| Employer contribution / active EE | $511 | $2,913-82.5% | $4,617-88.9% | $1,974-74.1% |
| Participant deferral / active EE | $2,470 | $5,130-51.9% | $5,984-58.7% | $3,061-19.3% |
| Admin fee / account holder | $65 | $106-38.7% | $8,357-99.2% | $95-31.1% |