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 Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $61,387 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $40,882 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,786 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,980 | $52,293-38.8% | $178,499-82.1% | $73,412-56.4% |
| Participation rate | 87.0% | 65.3%+21.7pp | 81.9%+5.1pp | 72.2%+14.8pp |
| Annual return | -7.05% | 34.75%-41.8pp | 151.10%-158.2pp | 59.30%-66.3pp |
| Employer contribution / active EE | $2,241 | $1,735+29.1% | $5,011-55.3% | $2,234+0.3% |
| Participant deferral / active EE | $3,613 | $2,332+54.9% | $5,202-30.6% | $3,806-5.1% |
| Admin fee / account holder | $135 | $127+5.6% | $13,986-99.0% | $158-14.8% |