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 GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $21,401 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,261 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 72 · EIN 13-5581829 | Other investment fees and expenses | $20 |
STANDARD RETIREMENT SERVICES3 years Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,017 | $58,895-72.8% | $178,503-91.0% | $73,497-78.2% |
| Participation rate | 87.6% | 66.2%+21.4pp | 81.9%+5.7pp | 70.7%+16.9pp |
| Annual return | 12.90% | 24.86%-12.0pp | 151.12%-138.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $607 | $2,236-72.9% | $5,011-87.9% | $2,270-73.3% |
| Participant deferral / active EE | $1,635 | $2,567-36.3% | $5,202-68.6% | $3,740-56.3% |
| Admin fee / account holder | $167 | $400-58.3% | $13,987-98.8% | $513-67.4% |