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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $32,396 |
CASCADE EMPLOYERS ASSOCIATION, INC.10+ years Service code 27 · EIN 93-0497711 | Advisory (Plan) | $18,801 |
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.
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 | $27,979 | $38,165-26.7% | $189,758-85.3% | $69,255-59.6% |
| Participation rate | 52.4% | 66.7%-14.3pp | 79.8%-27.4pp | 69.0%-16.6pp |
| Annual return | 12.85% | 14.65%-1.8pp | 52.62%-39.8pp | 26.73%-13.9pp |
| Employer contribution / active EE | $440 | $1,589-72.3% | $4,767-90.8% | $2,645-83.4% |
| Participant deferral / active EE | $1,786 | $2,073-13.8% | $5,856-69.5% | $2,890-38.2% |
| Admin fee / account holder | $234 | $714-67.3% | $20,388-98.9% | $733-68.1% |