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 |
|---|---|---|
TPG FINANCIAL ADVISORS, LLC2 years Service code 27 · EIN 20-5282002 | Advisory (Plan) | $94,090 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $89,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,608 | $38,006+83.2% | $161,489-56.9% | $89,670-22.4% |
| Participation rate | 26.0% | 55.7%-29.7pp | 78.7%-52.7pp | 71.2%-45.2pp |
| Annual return | 4.76% | 51.85%-47.1pp | 89.72%-85.0pp | 19.66%-14.9pp |
| Employer contribution / active EE | $961 | $1,536-37.5% | $4,268-77.5% | $4,041-76.2% |
| Participant deferral / active EE | $1,544 | $1,865-17.2% | $5,630-72.6% | $3,962-61.0% |
| Admin fee / account holder | $196 | $249-21.5% | $16,006-98.8% | $352-44.3% |