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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $55,386 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,118 |
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 | $22,252 | $47,456-53.1% | $172,752-87.1% | $77,775-71.4% |
| Participation rate | 97.0% | 66.3%+30.7pp | 82.6%+14.3pp | 73.2%+23.7pp |
| Annual return | 22.33% | 35.57%-13.2pp | 802.97%-780.6pp | 32.58%-10.2pp |
| Employer contribution / active EE | $1,206 | $1,574-23.4% | $5,144-76.6% | $2,504-51.9% |
| Participant deferral / active EE | $2,561 | $2,560+0.1% | $5,198-50.7% | $3,966-35.4% |
| Admin fee / account holder | $70 | $81-13.3% | $13,955-99.5% | $100-30.0% |