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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Distribution ... | $19,237 |
PRIVATE ADVISOR GROUP LLC3+ years Filed as: PRIVATE ADVISOR GROUP Service code 27 · EIN 27-3463733 | Advisory (Plan) | $6,832 |
INFINEX INVESTMENTS INC1 year Filed as: INFINEX INVESTMENTS, INC Service code 27 · EIN 06-1367288 | Advisory (Plan) | $5,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,742 | $55,453-42.8% | $170,435-81.4% | $62,293-49.0% |
| Participation rate | 44.0% | 66.4%-22.4pp | 83.6%-39.6pp | 69.5%-25.5pp |
| Annual return | 16.63% | 21.38%-4.7pp | 205.94%-189.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $608 | $2,164-71.9% | $5,432-88.8% | $2,042-70.2% |
| Participant deferral / active EE | $936 | $2,303-59.4% | $4,939-81.1% | $3,169-70.5% |
| Admin fee / account holder | $378 | $455-16.9% | $13,881-97.3% | $479-21.2% |