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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $55,423 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $36,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,002 | $102,661+15.9% | $151,639-21.5% | $66,938+77.8% |
| Participation rate | 68.4% | 85.5%-17.2pp | 87.5%-19.1pp | 69.8%-1.5pp |
| Annual return | -18.58% | -10.81%-7.8pp | 3.34%-21.9pp | 1.58%-20.2pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $6,165-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $13,776 | $6,645+107.3% | $8,363+64.7% | $4,238+225.0% |
| Admin fee / account holder | $595 | $630-5.7% | $11,613-94.9% | $594+0.2% |