Filed February 19, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $42,029 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $41,971 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,017 | $59,140+52.2% | $160,037-43.8% | $66,949+34.5% |
| Participation rate | 97.8% | 68.1%+29.6pp | 78.0%+19.8pp | 69.8%+28.0pp |
| Annual return | -14.89% | -12.25%-2.6pp | 408.95%-423.8pp | 1.57%-16.5pp |
| Employer contribution / active EE | $2,275 | $1,982+14.8% | $4,226-46.2% | $2,545-10.6% |
| Participant deferral / active EE | $11,001 | $4,399+150.1% | $6,184+77.9% | $4,239+159.5% |
| Admin fee / account holder | $349 | $591-41.0% | $8,716-96.0% | $594-41.3% |