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 GROUP6 years Filed as: STANCORP FINANCIAL GROUP, INC. Service code 12 · EIN 93-1253576 312 ELM ST STE 1550 · CINCINNATI, OH 45202 | Claims processing; Recordkeeping and ... | $35,119 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 84-0858799 1450 AMERICAN LANE · SCHAUMBURG, IL 60173 | Advisory (Plan) | $6,600 |
Filed as: MATROPOLITAN LIFE INSURANCE CO Service code 15 · EIN 13-5581829 PO BOX 10356 · DES MOINES, IA 50306 | Recordkeeping | $100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,970 | $101,591-64.6% | $147,096-75.5% | $74,429-51.7% |
| Participation rate | 81.3% | 75.5%+5.7pp | 82.2%-0.9pp | 67.2%+14.1pp |
| Annual return | 17.44% | 8746.45%-8729.0pp | 419.75%-402.3pp | 1368.38%-1350.9pp |
| Employer contribution / active EE | $1,388 | $3,813-63.6% | $4,936-71.9% | $2,625-47.1% |
| Participant deferral / active EE | $2,931 | $7,302-59.9% | $8,071-63.7% | $4,348-32.6% |
| Admin fee / account holder | $238 | $1,750-86.4% | $13,005-98.2% | $1,944-87.7% |