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 | Claims processing; Sub-transfer agenc... | $174,101 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $8,721 |
RETIREMENT, LLC2 years Filed as: NF RETIREMENT, INC. Service code 27 · EIN 04-2675571 | Advisory (Plan) | $2,521 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,433 | $70,115-75.1% | $70,544-75.3% | $80,157-78.3% |
| Participation rate | 89.3% | 71.7%+17.7pp | 68.4%+21.0pp | 72.9%+16.4pp |
| Annual return | 25.43% | 134.51%-109.1pp | 32.79%-7.4pp | 40.39%-15.0pp |
| Employer contribution / active EE | $1,190 | $3,021-60.6% | $2,976-60.0% | $2,977-60.0% |
| Participant deferral / active EE | $6,260 | $4,495+39.3% | $4,568+37.0% | $5,015+24.8% |
| Admin fee / account holder | $87 | $112-22.5% | $6,427-98.6% | $145-40.0% |