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 | Recordkeeping and information managem... | $61,899 |
PROEQUITIES INC5+ years Filed as: PROEQUITIES, INC Service code 27 · EIN 63-0879387 | Advisory (Plan) | $38,520 |
Filed as: PRUDENTIAL FUNDS Service code 19 | Securities Custodian | $8,559 |
T ROWE PRICE RPS INC5+ years Filed as: T.ROWE PRICE FUNDS Service code 19 | Securities Custodian | $1,595 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,415 | $89,652-2.5% | $141,197-38.1% | $65,186+34.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 20.43% | 32.79%-12.4pp | 71.41%-51.0pp | 29.39%-9.0pp |
| Employer contribution / active EE | $3,133 | $3,065+2.2% | $4,736-33.8% | $2,177+43.9% |
| Participant deferral / active EE | $5,734 | $5,691+0.8% | $6,710-14.5% | $3,514+63.2% |
| Admin fee / account holder | $301 | $569-47.1% | $10,265-97.1% | $847-64.5% |