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 |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 27 · EIN 93-0987232 | Advisory (Plan) | $29,725 |
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $19,215 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,241 | $52,961+206.3% | $172,752-6.1% | $65,185+148.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 16.06% | 30.12%-14.1pp | 802.97%-786.9pp | 29.38%-13.3pp |
| Employer contribution / active EE | $7,900 | $2,190+260.7% | $5,144+53.6% | $2,177+262.9% |
| Participant deferral / active EE | $6,427 | $2,471+160.1% | $5,198+23.6% | $3,514+82.9% |
| Admin fee / account holder | $669 | $472+41.7% | $13,955-95.2% | $847-21.1% |