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 GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $150,913 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $65,849 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $17,444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $39,321 | $122,128-67.8% | $147,117-73.3% | $200,096-80.3% |
| Participation rate | 32.3% | 78.2%-45.9pp | 82.2%-49.9pp | 72.0%-39.7pp |
| Annual return | 13.58% | 30.58%-17.0pp | 420.54%-407.0pp | 34.26%-20.7pp |
| Employer contribution / active EE | $214 | $4,093-94.8% | $4,932-95.7% | $3,038-92.9% |
| Participant deferral / active EE | $1,989 | $8,484-76.6% | $8,065-75.3% | $5,090-60.9% |
| Admin fee / account holder | $172 | $180-4.1% | $12,993-98.7% | $269-36.0% |