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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $16,902 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $4,361 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,471 | $46,732-51.9% | $156,551-85.6% | $55,167-59.3% |
| Participation rate | 37.6% | 65.8%-28.2pp | 84.0%-46.4pp | 69.0%-31.4pp |
| Annual return | -0.31% | 17.72%-18.0pp | 32.23%-32.5pp | 169.23%-169.5pp |
| Employer contribution / active EE | $1,159 | $2,105-45.0% | $5,501-78.9% | $1,963-41.0% |
| Participant deferral / active EE | $686 | $2,204-68.9% | $4,871-85.9% | $3,054-77.5% |
| Admin fee / account holder | $313 | $418-25.1% | $13,028-97.6% | $504-37.8% |