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 | Distribution (12b-1) fees; Sub-transf... | $43,912 |
DAVID BODNAR ADVISORS, LLC5+ years Service code 27 · EIN 20-3992576 | Advisory (Plan) | $15,079 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $82,401 | $65,378+26.0% | $87,103-5.4% | $65,186+26.4% |
| Participation rate | 64.0% | 75.3%-11.3pp | 76.9%-12.8pp | 70.2%-6.2pp |
| Annual return | 16.32% | 31.28%-15.0pp | 28.19%-11.9pp | 29.39%-13.1pp |
| Employer contribution / active EE | $0 | $1,823-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,483 | $3,389-56.2% | $4,049-63.4% | $3,514-57.8% |
| Admin fee / account holder | $538 | $520+3.5% | $7,491-92.8% | $847-36.5% |