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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $37,822 |
FIRST NATIONAL TRUST COMPANY1+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $17,204 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,116 | $37,117-16.2% | $147,617-78.9% | $55,191-43.6% |
| Participation rate | 30.1% | 63.6%-33.5pp | 84.6%-54.5pp | 69.2%-39.1pp |
| Annual return | -1.59% | 3.44%-5.0pp | 61.98%-63.6pp | 10.78%-12.4pp |
| Employer contribution / active EE | $531 | $1,620-67.3% | $5,564-90.5% | $1,899-72.1% |
| Participant deferral / active EE | $1,093 | $1,985-45.0% | $4,895-77.7% | $3,046-64.1% |
| Admin fee / account holder | $382 | $86+346.0% | $11,612-96.7% | $91+320.4% |