Filed January 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,410 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,425 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,262 | $65,960-89.0% | $81,882-91.1% | $77,762-90.7% |
| Participation rate | 98.8% | 65.8%+33.0pp | 72.4%+26.4pp | 70.6%+28.2pp |
| Annual return | 24.93% | 26.64%-1.7pp | 779.47%-754.5pp | 31.27%-6.3pp |
| Employer contribution / active EE | $1,390 | $2,375-41.5% | $2,916-52.3% | $2,728-49.0% |
| Participant deferral / active EE | $4,122 | $3,505+17.6% | $4,323-4.6% | $4,651-11.4% |
| Admin fee / account holder | $39 | $526-92.7% | $7,360-99.5% | $433-91.1% |