Filed March 5, 2021
Total covered: 80 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHRISTENSEN GROUP FINANCIAL, LLC Service code 27 · EIN 87-4130828 | Advisory (Plan) | $40,000 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $35,534 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,875 | $80,674+296.5% | $119,126+168.5% | $64,340+397.2% |
| Participation rate | 41.0% | 55.2%-14.2pp | 75.8%-34.8pp | 55.2%-14.3pp |
| Annual return | 11.72% | 26.86%-15.1pp | 282.11%-270.4pp | 24.14%-12.4pp |
| Employer contribution / active EE | $1,333 | $2,564-48.0% | $4,034-67.0% | $1,862-28.4% |
| Participant deferral / active EE | $4,259 | $3,053+39.5% | $5,318-19.9% | $2,980+42.9% |
| Admin fee / account holder | $317 | $4,559-93.0% | $10,693-97.0% | $3,703-91.4% |