Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $112,710 |
THE WATERFORD GROUP LLC1 year Service code 27 · EIN 80-0675279 | Advisory (Plan) | $10,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,366 | $48,744-0.8% | $93,669-48.4% | $199,921-75.8% |
| Participation rate | 32.1% | 63.7%-31.6pp | 68.7%-36.6pp | 72.0%-39.9pp |
| Annual return | 16.91% | 15.36%+1.5pp | 133.59%-116.7pp | 34.28%-17.4pp |
| Employer contribution / active EE | $789 | $1,140-30.8% | $2,424-67.5% | $3,035-74.0% |
| Participant deferral / active EE | $1,699 | $2,825-39.9% | $4,416-61.5% | $5,089-66.6% |
| Admin fee / account holder | $51 | $195-73.8% | $8,291-99.4% | $269-81.0% |