Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $52,477 |
LPL FINANCIAL3 years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 · EIN 26-2456952 | Advisory (Plan) | $26,948 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,024 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,136 | $62,928-47.3% | $172,752-80.8% | $67,579-51.0% |
| Participation rate | 82.3% | 64.5%+17.8pp | 82.6%-0.4pp | 71.3%+11.0pp |
| Annual return | 6.86% | 30.36%-23.5pp | 802.97%-796.1pp | 378.56%-371.7pp |
| Employer contribution / active EE | $1,718 | $1,636+5.0% | $5,144-66.6% | $2,148-20.0% |
| Participant deferral / active EE | $2,920 | $2,145+36.1% | $5,198-43.8% | $3,539-17.5% |
| Admin fee / account holder | $133 | $167-20.4% | $13,955-99.0% | $142-6.8% |