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 GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $37,016 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,523 |
DOUGALL CONRADIE LLC3 years Service code 10 · EIN 20-5230500 | Accounting | $11,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,336 | $165,584-27.3% | $142,942-15.8% | $137,256-12.3% |
| Participation rate | 70.0% | 80.1%-10.1pp | 76.8%-6.8pp | 80.0%-10.0pp |
| Annual return | 12.08% | 164.22%-152.1pp | 113.70%-101.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $7,027 | $4,725+48.7% | $4,139+69.8% | $4,156+69.1% |
| Participant deferral / active EE | $21,394 | $8,194+161.1% | $7,128+200.1% | $6,407+233.9% |
| Admin fee / account holder | $975 | $16,167-94.0% | $12,475-92.2% | $12,270-92.1% |