Filed January 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $166,047 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $159,371 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 19 | Securities Custodian | $3,336 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,972 | $65,960+12.1% | $81,844-9.6% | $77,736-4.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.4%+27.6pp | 70.6%+29.4pp |
| Annual return | 13.53% | 26.64%-13.1pp | 778.87%-765.3pp | 31.26%-17.7pp |
| Employer contribution / active EE | $6,686 | $2,375+181.5% | $2,916+129.2% | $2,728+145.1% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,323-100.0% | $4,651-100.0% |
| Admin fee / account holder | $276 | $526-47.6% | $7,355-96.2% | $433-36.3% |