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 | Custodial (securities); Direct paymen... | $19,184 |
LPL FINANCIAL5+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,973 |
Employer 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,510 | $83,485-46.7% | $125,192-64.4% | $72,975-39.0% |
| Participation rate | 88.4% | 73.3%+15.1pp | 79.8%+8.6pp | 69.5%+18.9pp |
| Annual return | 26.33% | 25.77%+0.6pp | 43.79%-17.5pp | 81.01%-54.7pp |
| Employer contribution / active EE | $418 | $2,346-82.2% | $3,866-89.2% | $2,440-82.9% |
| Participant deferral / active EE | $2,877 | $3,586-19.8% | $4,937-41.7% | $3,608-20.3% |
| Admin fee / account holder | $321 | $5,518-94.2% | $9,704-96.7% | $5,124-93.7% |