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 | Recordkeeping and information managem... | $17,555 |
GREENLEAF TRUST3 years Filed as: GREENLEAF ADVISORS, LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $15,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,869 | $47,977+24.8% | $154,111-61.2% | $56,287+6.4% |
| Participation rate | 52.6% | 66.2%-13.5pp | 83.0%-30.4pp | 69.9%-17.2pp |
| Annual return | -4.43% | 3.54%-8.0pp | 735.18%-739.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $882 | $2,169-59.3% | $5,298-83.3% | $2,111-58.2% |
| Participant deferral / active EE | $2,106 | $2,392-12.0% | $5,081-58.6% | $3,350-37.1% |
| Admin fee / account holder | $249 | $438-43.1% | $13,411-98.1% | $521-52.2% |