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; Sub-transfer agenc... | $36,861 |
INDEPENDENT FINANCIAL GROUP LLC10+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $27,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,801 | $55,437-31.8% | $155,534-75.7% | $74,459-49.2% |
| Participation rate | 68.4% | 61.9%+6.5pp | 78.2%-9.9pp | 67.2%+1.1pp |
| Annual return | 11.12% | 269.58%-258.5pp | 64.92%-53.8pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $960 | $2,266-57.6% | $4,675-79.5% | $2,626-63.4% |
| Participant deferral / active EE | $2,341 | $2,837-17.5% | $5,630-58.4% | $4,350-46.2% |
| Admin fee / account holder | $300 | $1,742-82.8% | $15,900-98.1% | $1,945-84.6% |