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 1100 SW 6TH AVE · PORTLAND, OR 972041020 | Recordkeeping and information managem... | $28,919 |
PENSION ASSURANCE LLP10+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 27 · EIN 36-3592542 10501 NORTH 2ND STREET · MACHESNEY PARK, IL 61115 | Advisory (Plan) | $19,752 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,760 | $129,095-10.3% | $184,200-37.2% | $77,671+49.0% |
| Participation rate | 98.0% | 87.3%+10.6pp | 86.8%+11.1pp | 70.6%+27.4pp |
| Annual return | 14.28% | 33.29%-19.0pp | 28.80%-14.5pp | 31.21%-16.9pp |
| Employer contribution / active EE | $2,565 | $4,410-41.8% | $6,424-60.1% | $2,726-5.9% |
| Participant deferral / active EE | $9,412 | $7,300+28.9% | $9,132+3.1% | $4,648+102.5% |
| Admin fee / account holder | $15 | $256-94.3% | $13,907-99.9% | $430-96.6% |