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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $35,391 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $27,295 |
LPL FINANCIAL1 year Filed as: CLEARPOINT FINANCIAL Service code 27 · EIN 27-3971851 | Advisory (Plan) | $17,586 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,025 | $155,795-52.5% | $136,297-45.7% | $69,631+6.3% |
| Participation rate | 86.5% | 75.2%+11.3pp | 81.9%+4.6pp | 70.7%+15.8pp |
| Annual return | 16.16% | 232464.33%-232448.2pp | 5156.19%-5140.0pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,294 | $2,991-56.7% | $4,696-72.5% | $2,032-36.3% |
| Participant deferral / active EE | $5,261 | $5,394-2.5% | $6,247-15.8% | $3,224+63.2% |
| Admin fee / account holder | $223 | $128+73.7% | $9,244-97.6% | $110+101.7% |