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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF OKLAHOMA Service code 27 · EIN 73-0780382 | Advisory (Plan) | $17,700 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $17,032 |
Employer 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 | $46,851 | $106,749-56.1% | $145,433-67.8% | $82,448-43.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.14% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $206 | $3,444-94.0% | $4,554-95.5% | $2,551-91.9% |
| Participant deferral / active EE | $11,135 | $6,519+70.8% | $7,897+41.0% | $4,139+169.0% |
| Admin fee / account holder | $218 | $8,390-97.4% | $13,129-98.3% | $7,234-97.0% |