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 GROUP4 years Service code 12 · EIN 93-1253576 1100 SW 6TH AVE · PORTLAND, OR 972041020 | Claims processing; Recordkeeping and ... | $26,281 |
PENSION ASSURANCE LLP9+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 27 · EIN 36-3592542 10501 NORTH 2ND STREET · MACHESNEY PARK, IL 61115 | Advisory (Plan) | $16,047 |
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 | $107,689 | $100,272+7.4% | $170,028-36.7% | $74,440+44.7% |
| Participation rate | 97.4% | 87.4%+10.0pp | 87.0%+10.4pp | 70.7%+26.7pp |
| Annual return | 17.14% | 66.12%-49.0pp | 53.39%-36.2pp | 34.37%-17.2pp |
| Employer contribution / active EE | $2,362 | $4,266-44.6% | $6,788-65.2% | $2,638-10.5% |
| Participant deferral / active EE | $8,541 | $7,147+19.5% | $10,409-17.9% | $4,529+88.6% |
| Admin fee / account holder | $13 | $235-94.6% | $12,820-99.9% | $348-96.4% |