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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $45,438 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $11,439 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $3,751 |
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 | $46,347 | $45,900+1.0% | $94,057-50.7% | $64,340-28.0% |
| Participation rate | 63.8% | 50.6%+13.2pp | 73.3%-9.6pp | 55.2%+8.5pp |
| Annual return | 11.36% | 50.47%-39.1pp | 480.62%-469.3pp | 24.14%-12.8pp |
| Employer contribution / active EE | $472 | $1,612-70.7% | $2,933-83.9% | $1,862-74.6% |
| Participant deferral / active EE | $3,225 | $2,102+53.4% | $4,709-31.5% | $2,980+8.2% |
| Admin fee / account holder | $324 | $3,143-89.7% | $7,244-95.5% | $3,703-91.2% |