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 |
|---|---|---|
BAIRD FUNDS9+ years Filed as: ROBERT W. BAIRD & CO., INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $35,000 |
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $31,848 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,858 | $76,669+75.9% | $96,496+39.8% | $71,476+88.7% |
| Participation rate | 99.5% | 66.6%+33.0pp | 74.3%+25.2pp | 67.9%+31.6pp |
| Annual return | 20.35% | 48.29%-27.9pp | 35.70%-15.4pp | 28.85%-8.5pp |
| Employer contribution / active EE | $5,560 | $3,031+83.4% | $3,738+48.7% | $2,589+114.8% |
| Participant deferral / active EE | $9,274 | $3,771+145.9% | $4,879+90.1% | $4,290+116.2% |
| Admin fee / account holder | $125 | $2,028-93.8% | $6,731-98.1% | $1,587-92.1% |