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 GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $41,689 |
MINNITI & COMPANY, PC3 years Service code 10 · EIN 93-0925819 | Accounting | $15,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $85,233 | $49,138+73.5% | $84,021+1.4% | $65,185+30.8% |
| Participation rate | 36.0% | 60.7%-24.7pp | 69.0%-33.0pp | 70.2%-34.2pp |
| Annual return | 20.71% | 23.00%-2.3pp | 71.32%-50.6pp | 29.38%-8.7pp |
| Employer contribution / active EE | $90 | $914-90.1% | $1,984-95.5% | $2,177-95.9% |
| Participant deferral / active EE | $2,204 | $2,397-8.1% | $3,239-32.0% | $3,514-37.3% |
| Admin fee / account holder | $399 | $543-26.6% | $6,102-93.5% | $847-52.9% |