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 GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $16,018 |
GENEOS WEALTH MANAGEMENT INC2 years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 70 · EIN 02-0580939 | Consulting Fees | $9,161 |
PENSION ASSURANCE LLP3 years Service code 10 · EIN 30-0840934 | Accounting | $6,466 |
RELIANCE TRUST COMPANY10+ years Filed as: RELIANCE Service code 19 · EIN 25-1833406 | Securities Custodian | $228 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,295 | $60,393-56.5% | $81,820-67.9% | $74,429-64.7% |
| Participation rate | 82.5% | 62.9%+19.6pp | 72.4%+10.1pp | 67.2%+15.3pp |
| Annual return | 16.16% | 16.89%-0.7pp | 777.93%-761.8pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $977 | $2,626-62.8% | $2,915-66.5% | $2,625-62.8% |
| Participant deferral / active EE | $2,146 | $3,397-36.8% | $4,323-50.4% | $4,348-50.7% |
| Admin fee / account holder | $185 | $1,491-87.6% | $7,391-97.5% | $1,944-90.5% |