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 | Custodial (securities); Custodial (ot... | $23,565 |
INDEPENDENT FINANCIAL GROUP LLC6+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 70 · EIN 71-0927304 | Consulting Fees | $12,133 |
RELIANCE TRUST COMPANY6+ years Filed as: RELIANCE Service code 19 · EIN 25-1833406 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,414 | $66,124-66.1% | $90,440-75.2% | $73,493-69.5% |
| Participation rate | 64.6% | 69.7%-5.1pp | 72.7%-8.1pp | 70.7%-6.1pp |
| Annual return | 10.01% | 17.65%-7.6pp | 1294.38%-1284.4pp | 28.51%-18.5pp |
| Employer contribution / active EE | $745 | $2,346-68.2% | $3,263-77.2% | $2,270-67.2% |
| Participant deferral / active EE | $1,592 | $3,039-47.6% | $3,964-59.8% | $3,740-57.4% |
| Admin fee / account holder | $332 | $396-16.2% | $5,615-94.1% | $513-35.3% |