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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $14,406 |
LPL FINANCIAL1+ years Filed as: FINANCIAL ADVOCATES ADVISORY SERVIC Service code 27 · EIN 26-2456952 | Advisory (Plan) | $8,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $8,740 | $43,423-79.9% | $78,676-88.9% | $55,167-84.2% |
| Participation rate | 48.1% | 68.0%-19.9pp | 73.6%-25.4pp | 69.0%-20.8pp |
| Annual return | -1.80% | 11.53%-13.3pp | 62.19%-64.0pp | 169.23%-171.0pp |
| Employer contribution / active EE | $347 | $1,997-82.6% | $2,850-87.8% | $1,963-82.3% |
| Participant deferral / active EE | $1,184 | $2,509-52.8% | $3,517-66.3% | $3,054-61.2% |
| Admin fee / account holder | $112 | $416-73.0% | $4,510-97.5% | $504-77.7% |