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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Distribution ... | $38,713 |
CETERA ADVISOR NETWORKS LLC4+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 · EIN 95-3845382 | Advisory (Plan) | $29,282 |
BAUM, SMITH & CLEMENS, LLP4+ years Service code 10 · EIN 23-2315910 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,628 | $40,174+43.4% | $84,023-31.4% | $67,582-14.7% |
| Participation rate | 66.4% | 62.7%+3.7pp | 69.0%-2.6pp | 71.3%-4.9pp |
| Annual return | 5.09% | 25.82%-20.7pp | 71.32%-66.2pp | 378.57%-373.5pp |
| Employer contribution / active EE | $133 | $808-83.5% | $1,984-93.3% | $2,148-93.8% |
| Participant deferral / active EE | $1,124 | $2,301-51.1% | $3,239-65.3% | $3,539-68.2% |
| Admin fee / account holder | $310 | $128+141.9% | $6,102-94.9% | $142+118.2% |