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 GROUP3 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $50,702 |
Filed as: DESCHUTES PORTFOLIO STRATEGY, LLC Service code 10 · EIN 27-5035231 | Accounting | $37,620 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $13,500 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,671 | $91,198+152.9% | $178,503+29.2% | $79,856+188.9% |
| Participation rate | 99.0% | 69.2%+29.7pp | 81.9%+17.0pp | 69.6%+29.3pp |
| Annual return | 12.84% | 24.20%-11.4pp | 151.12%-138.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $11,727 | $3,257+260.1% | $5,011+134.0% | $2,471+374.5% |
| Participant deferral / active EE | $7,361 | $3,237+127.4% | $5,202+41.5% | $3,741+96.8% |
| Admin fee / account holder | $766 | $6,748-88.7% | $13,987-94.5% | $5,306-85.6% |