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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $14,836 |
GREENLEAF TRUST2 years Filed as: GREENLEAF ADVISORS, LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $13,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,704 | $55,453+22.1% | $170,435-60.3% | $62,293+8.7% |
| Participation rate | 53.6% | 66.4%-12.8pp | 83.6%-30.0pp | 69.5%-15.9pp |
| Annual return | 14.78% | 21.38%-6.6pp | 205.94%-191.2pp | 28.90%-14.1pp |
| Employer contribution / active EE | $661 | $2,164-69.5% | $5,432-87.8% | $2,042-67.6% |
| Participant deferral / active EE | $2,203 | $2,303-4.4% | $4,939-55.4% | $3,169-30.5% |
| Admin fee / account holder | $237 | $455-47.8% | $13,881-98.3% | $479-50.5% |