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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $18,258 |
TPG FINANCIAL ADVISORS, LLC3 years Service code 27 · EIN 20-5282002 | Advisory (Plan) | $12,704 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,033 | $63,114-25.5% | $92,915-49.4% | $65,186-27.8% |
| Participation rate | 31.6% | 68.8%-37.2pp | 76.0%-44.4pp | 70.2%-38.6pp |
| Annual return | 21.89% | 28.75%-6.9pp | 109.45%-87.6pp | 29.39%-7.5pp |
| Employer contribution / active EE | $883 | $2,571-65.7% | $3,653-75.8% | $2,177-59.5% |
| Participant deferral / active EE | $1,791 | $3,108-42.4% | $4,238-57.7% | $3,514-49.0% |
| Admin fee / account holder | $491 | $624-21.2% | $5,796-91.5% | $847-42.0% |