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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $63,508 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $480 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,439 | $69,774+39.6% | $67,575+44.2% | $74,459+30.9% |
| Participation rate | 84.4% | 71.4%+13.1pp | 72.9%+11.5pp | 67.2%+17.2pp |
| Annual return | 15.82% | -40.53%+56.4pp | 3528.98%-3513.2pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $3,277 | $2,710+20.9% | $2,736+19.8% | $2,626+24.8% |
| Participant deferral / active EE | $7,692 | $3,636+111.5% | $4,003+92.1% | $4,350+76.8% |
| Admin fee / account holder | $92 | $890-89.7% | $3,993-97.7% | $1,945-95.3% |