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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $54,615 |
STANCORP FINANCIAL GROUP4 years Filed as: STANCORP Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $30,693 |
BENEFIT RESOURCES, INC.3 years Service code 27 · EIN 68-0198481 | Advisory (Plan) | $5,349 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
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 | $167,412 | $65,092+157.2% | $143,799+16.4% | $66,938+150.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.23% | -11.14%-3.1pp | -0.04%-14.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $9,666 | $2,362+309.3% | $4,952+95.2% | $2,545+279.8% |
| Participant deferral / active EE | $8,224 | $2,920+181.6% | $5,638+45.9% | $4,238+94.0% |
| Admin fee / account holder | $626 | $502+24.6% | $14,677-95.7% | $594+5.4% |