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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $20,725 |
LPL FINANCIAL2+ years Filed as: FINANCIAL ADVOCATES ADVISORY SERVIC Service code 27 · EIN 26-2456952 | Advisory (Plan) | $8,960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,603 | $46,100-77.0% | $86,582-87.8% | $69,631-84.8% |
| Participation rate | 55.3% | 67.2%-11.8pp | 73.5%-18.2pp | 70.7%-15.3pp |
| Annual return | 14.04% | 21.02%-7.0pp | 965.08%-951.0pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $412 | $1,850-77.7% | $2,839-85.5% | $2,032-79.7% |
| Participant deferral / active EE | $1,111 | $2,432-54.3% | $3,609-69.2% | $3,224-65.5% |
| Admin fee / account holder | $154 | $94+63.9% | $4,904-96.9% | $110+39.3% |