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 GROUP6 years Service code 12 · EIN 93-1253576 | Other fees; Claims processing; Sub-tr... | $85,443 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $57,223 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,917 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,460 | $47,135+11.3% | $149,717-65.0% | $74,440-29.5% |
| Participation rate | 76.7% | 63.4%+13.3pp | 78.8%-2.1pp | 70.7%+6.0pp |
| Annual return | -3.65% | 22.75%-26.4pp | 134.41%-138.1pp | 34.37%-38.0pp |
| Employer contribution / active EE | $2,442 | $1,906+28.2% | $4,820-49.3% | $2,638-7.4% |
| Participant deferral / active EE | $4,018 | $2,728+47.3% | $5,682-29.3% | $4,529-11.3% |
| Admin fee / account holder | $176 | $343-48.7% | $13,213-98.7% | $348-49.5% |