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 GROUP11+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $135,894 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISOR Service code 27 · EIN 20-4553256 | Advisory (Plan) | $107,855 |
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 | $68,850 | $38,967+76.7% | $86,233-20.2% | $79,634-13.5% |
| Participation rate | 95.5% | 34.1%+61.4pp | 69.0%+26.5pp | 62.5%+33.0pp |
| Annual return | 13.80% | 49.90%-36.1pp | 61.39%-47.6pp | 36.46%-22.7pp |
| Employer contribution / active EE | $3,342 | $868+284.8% | $2,504+33.4% | $2,529+32.1% |
| Participant deferral / active EE | $3,392 | $1,663+104.0% | $4,559-25.6% | $3,835-11.5% |
| Admin fee / account holder | $235 | $2,660-91.2% | $8,342-97.2% | $1,002-76.6% |