Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $78,347 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,625 | $120,450-77.1% | $159,474-82.7% | $93,010-70.3% |
| Participation rate | 88.2% | 78.0%+10.2pp | 82.8%+5.4pp | 73.9%+14.3pp |
| Annual return | 17.35% | 27.11%-9.8pp | 263.68%-246.3pp | 158.70%-141.4pp |
| Employer contribution / active EE | $1,021 | $3,526-71.0% | $4,831-78.9% | $2,705-62.3% |
| Participant deferral / active EE | $4,322 | $7,283-40.7% | $7,353-41.2% | $4,561-5.2% |
| Admin fee / account holder | $32 | $137-76.3% | $10,802-99.7% | $152-78.7% |