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 GROUP2+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $49,822 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $12,999 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $45,456 | $80,177-43.3% | $123,894-63.3% | $57,658-21.2% |
| Participation rate | 93.4% | 74.4%+18.9pp | 81.4%+12.0pp | 70.2%+23.1pp |
| Annual return | 11.14% | 17.90%-6.8pp | 47.52%-36.4pp | 5.13%+6.0pp |
| Employer contribution / active EE | $1,854 | $2,913-36.4% | $4,617-59.8% | $1,974-6.1% |
| Participant deferral / active EE | $8,404 | $5,130+63.8% | $5,984+40.4% | $3,061+174.6% |
| Admin fee / account holder | $188 | $106+76.7% | $8,357-97.8% | $95+98.7% |