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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $23,037 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,402 | $36,916-50.2% | $156,551-88.2% | $57,658-68.1% |
| Participation rate | 54.9% | 63.4%-8.5pp | 84.0%-29.1pp | 70.2%-15.3pp |
| Annual return | -1.24% | 12.38%-13.6pp | 32.23%-33.5pp | 5.13%-6.4pp |
| Employer contribution / active EE | $1,292 | $1,571-17.7% | $5,501-76.5% | $1,974-34.5% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $43 | $82-47.3% | $13,028-99.7% | $95-54.0% |