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 GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $61,034 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,566 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,324 | $55,446+8.8% | $155,574-61.2% | $74,429-19.0% |
| Participation rate | 94.1% | 61.9%+32.2pp | 78.2%+15.8pp | 67.2%+26.8pp |
| Annual return | 13.12% | 269.20%-256.1pp | 64.87%-51.8pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $2,839 | $2,266+25.3% | $4,676-39.3% | $2,625+8.2% |
| Participant deferral / active EE | $4,561 | $2,836+60.8% | $5,629-19.0% | $4,348+4.9% |
| Admin fee / account holder | $211 | $1,743-87.9% | $15,914-98.7% | $1,944-89.1% |