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 Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $28,401 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE Service code 19 · EIN 25-1838406 | Securities Custodian | $14,018 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,518 | $50,106-27.1% | $69,779-47.7% | $57,658-36.7% |
| Participation rate | 20.3% | 70.9%-50.5pp | 71.8%-51.5pp | 70.2%-49.9pp |
| Annual return | 6.09% | 14.58%-8.5pp | 12.99%-6.9pp | 5.13%+1.0pp |
| Employer contribution / active EE | $421 | $1,739-75.8% | $2,338-82.0% | $1,974-78.7% |
| Participant deferral / active EE | $787 | $2,486-68.3% | $2,931-73.1% | $3,061-74.3% |
| Admin fee / account holder | $456 | $89+411.4% | $4,381-89.6% | $95+382.5% |