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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS8+ years Service code 10 · EIN 83-0951655 | Accounting | $36,964 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $36,744 |
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 | $43,545 | $72,303-39.8% | $86,691-49.8% | $64,814-32.8% |
| Participation rate | 52.0% | 80.4%-28.4pp | 76.6%-24.6pp | 71.5%-19.5pp |
| Annual return | -18.63% | 392.77%-411.4pp | 35.94%-54.6pp | 32.84%-51.5pp |
| Employer contribution / active EE | $1,317 | $2,393-45.0% | $2,837-53.6% | $2,507-47.5% |
| Participant deferral / active EE | $2,412 | $4,660-48.2% | $4,656-48.2% | $4,310-44.1% |
| Admin fee / account holder | $343 | $174+97.0% | $7,492-95.4% | $188+82.5% |