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 GROUP3+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $8,093 |
BELFINT, LYONS & SHUMAN, P.A.3+ years Filed as: BELFINT, LYONS, & SHUMAN, P.A. Service code 10 · EIN 51-0232399 | Accounting | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,712 | $31,388+131.7% | $73,550-1.1% | $62,293+16.7% |
| Participation rate | 22.4% | 39.9%-17.4pp | 54.9%-32.5pp | 69.5%-47.1pp |
| Annual return | 21.58% | 25.34%-3.8pp | -15.16%+36.7pp | 28.90%-7.3pp |
| Employer contribution / active EE | $86 | $498-82.8% | $1,219-93.0% | $2,042-95.8% |
| Participant deferral / active EE | $665 | $1,028-35.3% | $1,804-63.1% | $3,169-79.0% |
| Admin fee / account holder | $242 | $299-19.0% | $2,320-89.6% | $479-49.4% |