Filed January 24, 2025
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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $96,586 |
RETIREMENT FUND MGMT7 years Filed as: RETIREMENT FUND MANAGEMENT Service code 27 · EIN 58-2223362 | Advisory (Plan) | $25,000 |
CLAUSELL & ASSOCIATES, P.C.8 years Service code 10 · EIN 58-1798795 | Accounting | $7,000 |
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.
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 | $41,837 | $241,850-82.7% | $102,412-59.1% | $199,960-79.1% |
| Participation rate | 40.5% | 78.3%-37.8pp | 74.5%-34.0pp | 72.0%-31.5pp |
| Annual return | 14.61% | 17.67%-3.1pp | 24.94%-10.3pp | 34.28%-19.7pp |
| Employer contribution / active EE | $943 | $4,253-77.8% | $3,870-75.6% | $3,036-68.9% |
| Participant deferral / active EE | $2,424 | $3,961-38.8% | $5,060-52.1% | $5,087-52.4% |
| Admin fee / account holder | $93 | $288-67.7% | $8,388-98.9% | $269-65.4% |