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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,320 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,568 |
MARINER LLC1 year Service code 27 · EIN 20-4553256 | Advisory (Plan) | $17,504 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,045 | $103,024-27.2% | $112,040-33.0% | $79,634-5.8% |
| Participation rate | 59.1% | 80.6%-21.4pp | 76.5%-17.4pp | 62.5%-3.4pp |
| Annual return | 5.78% | 17.60%-11.8pp | 24.52%-18.7pp | 36.46%-30.7pp |
| Employer contribution / active EE | $279 | $3,015-90.8% | $2,954-90.6% | $2,529-89.0% |
| Participant deferral / active EE | $3,243 | $5,233-38.0% | $5,098-36.4% | $3,835-15.4% |
| Admin fee / account holder | $287 | $465-38.2% | $12,098-97.6% | $1,002-71.3% |