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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $89,572 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $14,247 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $217,656 | $72,177+201.6% | $115,037+89.2% | $59,633+265.0% |
| Participation rate | 83.9% | 72.6%+11.3pp | 81.4%+2.5pp | 68.7%+15.2pp |
| Annual return | 0.65% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.40%-2040.8pp |
| Employer contribution / active EE | $7,521 | $2,841+164.7% | $4,608+63.2% | $2,203+241.5% |
| Participant deferral / active EE | $7,091 | $4,783+48.3% | $6,026+17.7% | $3,192+122.2% |
| Admin fee / account holder | $404 | $4,927-91.8% | $8,175-95.1% | $4,297-90.6% |