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 GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $50,863 |
BAIRD INSURANCE SERVICES INC4+ years Filed as: HILLIARD LYONS Service code 27 · EIN 26-2333067 | Advisory (Plan) | $14,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,417 | $70,083+30.4% | $59,887+52.6% | $55,725+64.1% |
| Participation rate | 33.3% | 78.4%-45.0pp | 74.7%-41.4pp | 70.9%-37.5pp |
| Annual return | -3.45% | 3.13%-6.6pp | 3.46%-6.9pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,220 | $2,878-57.6% | $2,722-55.2% | $2,078-41.3% |
| Participant deferral / active EE | $1,474 | $3,079-52.1% | $3,402-56.7% | $3,356-56.1% |
| Admin fee / account holder | $158 | $70+124.6% | $3,591-95.6% | $115+37.1% |