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 GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $32,091 |
FIRST NATIONAL TRUST COMPANY8+ years Filed as: FIRST NATIONAL TRUST CO Service code 27 · EIN 20-0433578 | Advisory (Plan) | $26,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,438 | $44,764+59.6% | $68,808+3.8% | $64,819+10.2% |
| Participation rate | 22.1% | 64.8%-42.7pp | 69.0%-46.9pp | 71.5%-49.4pp |
| Annual return | -16.49% | -10.91%-5.6pp | -6.37%-10.1pp | 32.84%-49.3pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,656-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,268 | $3,238-60.8% | $3,942-67.8% | $4,311-70.6% |
| Admin fee / account holder | $502 | $151+232.0% | $4,936-89.8% | $188+167.5% |