Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $10,509 |
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $5,854 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $2,964 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,155 | $63,114-80.7% | $92,915-86.9% | $65,186-81.4% |
| Participation rate | 92.8% | 68.8%+24.0pp | 76.0%+16.8pp | 70.2%+22.6pp |
| Annual return | 25.19% | 28.75%-3.6pp | 109.45%-84.3pp | 29.39%-4.2pp |
| Employer contribution / active EE | $1,937 | $2,571-24.7% | $3,653-47.0% | $2,177-11.0% |
| Participant deferral / active EE | $4,325 | $3,108+39.1% | $4,238+2.0% | $3,514+23.1% |
| Admin fee / account holder | $88 | $624-85.8% | $5,796-98.5% | $847-89.6% |