Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRUENORTH, INC.1+ years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $38,926 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,336 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $8,825 |
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 | $35,768 | $55,453-35.5% | $170,435-79.0% | $62,293-42.6% |
| Participation rate | 70.5% | 66.4%+4.1pp | 83.6%-13.1pp | 69.5%+0.9pp |
| Annual return | 14.23% | 21.38%-7.1pp | 205.94%-191.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,390 | $2,164-35.8% | $5,432-74.4% | $2,042-31.9% |
| Participant deferral / active EE | $1,859 | $2,303-19.3% | $4,939-62.4% | $3,169-41.4% |
| Admin fee / account holder | $272 | $455-40.2% | $13,881-98.0% | $479-43.2% |