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 (other than securities); Cl... | $45,605 |
Service code 27 · EIN 20-4187012 | Advisory (Plan) | $31,898 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $5,738 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,329 | $56,540+31.5% | $185,851-60.0% | $86,821-14.4% |
| Participation rate | 44.3% | 65.5%-21.2pp | 81.7%-37.4pp | 72.3%-28.0pp |
| Annual return | 10.66% | 118.20%-107.5pp | 122.11%-111.4pp | 97.94%-87.3pp |
| Employer contribution / active EE | $912 | $1,844-50.5% | $5,168-82.3% | $2,406-62.1% |
| Participant deferral / active EE | $1,818 | $2,555-28.8% | $5,569-67.3% | $4,132-56.0% |
| Admin fee / account holder | $343 | $150+129.1% | $16,245-97.9% | $170+102.2% |