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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $19,638 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,666 |
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 | $12,054 | $46,360-74.0% | $147,617-91.8% | $52,331-77.0% |
| Participation rate | 83.6% | 64.9%+18.6pp | 84.6%-1.1pp | 68.1%+15.5pp |
| Annual return | -1.05% | 1.62%-2.7pp | 61.98%-63.0pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,394 | $2,126-34.4% | $5,564-75.0% | $1,882-25.9% |
| Participant deferral / active EE | $1,947 | $2,258-13.8% | $4,895-60.2% | $3,022-35.6% |
| Admin fee / account holder | $82 | $766-89.4% | $11,612-99.3% | $592-86.2% |