Filed March 5, 2021
Total covered: 80 employees
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 |
|---|---|---|
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 | Claims processing; Recordkeeping and ... | $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 | $83,369+283.7% | $105,223+204.0% | $67,986+370.5% |
| Participation rate | 41.0% | 56.3%-15.3pp | 75.0%-34.1pp | 57.2%-16.2pp |
| Annual return | 11.72% | 24.64%-12.9pp | 180.65%-168.9pp | 31.67%-19.9pp |
| Employer contribution / active EE | $1,333 | $2,541-47.5% | $3,689-63.9% | $2,019-34.0% |
| Participant deferral / active EE | $4,259 | $3,295+29.2% | $5,072-16.0% | $3,358+26.8% |
| Admin fee / account holder | $317 | $4,073-92.2% | $8,859-96.4% | $3,203-90.1% |