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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $19,700 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $17,975 |
FINANCIAL ADVOCATES1 year Filed as: FINANCIAL ADVOCATES ADVISORY SRVCS Service code 27 · EIN 26-2456952 | Advisory (Plan) | $12,904 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,965 |
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 | $30,096 | $37,196-19.1% | $154,111-80.5% | $55,725-46.0% |
| Participation rate | 80.5% | 64.1%+16.4pp | 83.0%-2.6pp | 70.9%+9.6pp |
| Annual return | 9.77% | 1319.68%-1309.9pp | 735.18%-725.4pp | 244.93%-235.2pp |
| Employer contribution / active EE | $1,479 | $1,614-8.4% | $5,298-72.1% | $2,078-28.8% |
| Participant deferral / active EE | $2,330 | $2,068+12.7% | $5,081-54.1% | $3,356-30.6% |
| Admin fee / account holder | $61 | $102-40.4% | $13,411-99.5% | $115-47.4% |