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 GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $36,966 |
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $11,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,506 | $58,888-26.1% | $178,499-75.6% | $73,493-40.8% |
| Participation rate | 50.2% | 66.2%-16.0pp | 81.9%-31.7pp | 70.7%-20.5pp |
| Annual return | 9.77% | 24.86%-15.1pp | 151.10%-141.3pp | 28.51%-18.7pp |
| Employer contribution / active EE | $1,172 | $2,236-47.6% | $5,011-76.6% | $2,270-48.4% |
| Participant deferral / active EE | $1,144 | $2,568-55.4% | $5,202-78.0% | $3,740-69.4% |
| Admin fee / account holder | $278 | $400-30.7% | $13,986-98.0% | $513-45.9% |