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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $55,376 |
FIRST NATIONAL TRUST COMPANY5+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $42,441 |
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 | $221,124 | $89,652+146.6% | $141,197+56.6% | $65,186+239.2% |
| Participation rate | 98.7% | 74.7%+24.0pp | 82.5%+16.3pp | 70.2%+28.5pp |
| Annual return | 20.27% | 32.79%-12.5pp | 71.41%-51.1pp | 29.39%-9.1pp |
| Employer contribution / active EE | $4,487 | $3,065+46.4% | $4,736-5.3% | $2,177+106.1% |
| Participant deferral / active EE | $7,390 | $5,691+29.9% | $6,710+10.1% | $3,514+110.3% |
| Admin fee / account holder | $450 | $569-20.9% | $10,265-95.6% | $847-46.9% |