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 |
|---|---|---|
FORTUNE 3606 years Service code 27 82111 W BROWARD BLVD STE 420 · PLANTATION, FL 33324 | Advisory (Plan) | $12,800 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $12,254 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,307 | $73,839-60.3% | $143,788-79.6% | $68,495-57.2% |
| Participation rate | 52.1% | 66.7%-14.6pp | 80.3%-28.3pp | 67.9%-15.8pp |
| Annual return | -16.45% | 1.01%-17.5pp | -0.03%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,992 | $3,384+47.5% | $5,638-11.5% | $4,028+23.9% |
| Admin fee / account holder | $272 | $5,755-95.3% | $14,675-98.1% | $5,403-95.0% |