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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $129,256 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $55,173 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISOR Service code 27 · EIN 20-4553256 | Advisory (Plan) | $47,544 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,907 | $45,109+21.7% | $85,240-35.6% | $77,762-29.4% |
| Participation rate | 95.7% | 48.7%+47.0pp | 67.5%+28.2pp | 70.6%+25.1pp |
| Annual return | 12.52% | 79.55%-67.0pp | 66.75%-54.2pp | 31.27%-18.8pp |
| Employer contribution / active EE | $3,886 | $1,602+142.6% | $2,735+42.1% | $2,728+42.4% |
| Participant deferral / active EE | $3,481 | $2,814+23.7% | $4,527-23.1% | $4,651-25.2% |
| Admin fee / account holder | $203 | $915-77.8% | $6,165-96.7% | $433-53.0% |