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.)
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 | $83,843+281.5% | $123,973+158.0% | $65,306+389.8% |
| Participation rate | 41.0% | 56.0%-15.0pp | 76.7%-35.7pp | 57.7%-16.7pp |
| Annual return | 11.72% | 19.87%-8.2pp | 388.13%-376.4pp | 21.94%-10.2pp |
| Employer contribution / active EE | $1,333 | $2,873-53.6% | $4,126-67.7% | $1,967-32.2% |
| Participant deferral / active EE | $4,259 | $2,997+42.1% | $5,247-18.8% | $2,959+43.9% |
| Admin fee / account holder | $317 | $4,735-93.3% | $11,799-97.3% | $3,480-90.9% |