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 GROUP2 years Filed as: STANCORP FINANCIAL Service code 15 · EIN 93-1253576 | Recordkeeping | $40,090 |
EVERHART ADVISORS2 years Service code 26 · EIN 31-1440043 | Advisory (Participants) | $28,498 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $4,847 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $4,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,497 | $100,801-72.7% | $149,745-81.6% | $73,412-62.5% |
| Participation rate | 62.0% | 77.7%-15.7pp | 82.5%-20.5pp | 72.2%-10.2pp |
| Annual return | 12.53% | 265.34%-252.8pp | 276.72%-264.2pp | 59.30%-46.8pp |
| Employer contribution / active EE | $351 | $3,312-89.4% | $4,646-92.4% | $2,234-84.3% |
| Participant deferral / active EE | $3,778 | $6,404-41.0% | $6,843-44.8% | $3,806-0.7% |
| Admin fee / account holder | $171 | $181-5.4% | $9,312-98.2% | $158+8.3% |