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 GROUP7 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $63,290 |
Filed as: DESCHUTES PORTFOLIO STRATEGY, LLC Service code 27 · EIN 27-5035231 | Advisory (Plan) | $42,949 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,538 | $55,437+371.8% | $155,534+68.2% | $74,459+251.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.01% | 269.58%-255.6pp | 64.92%-50.9pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $11,299 | $2,266+398.6% | $4,675+141.7% | $2,626+330.3% |
| Participant deferral / active EE | $7,995 | $2,837+181.8% | $5,630+42.0% | $4,350+83.8% |
| Admin fee / account holder | $668 | $1,742-61.7% | $15,900-95.8% | $1,945-65.6% |