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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $25,410 |
INDEPENDENT FINANCIAL GROUP LLC3+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $15,503 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,244 | $55,453-49.1% | $170,435-83.4% | $62,293-54.7% |
| Participation rate | 73.0% | 66.4%+6.6pp | 83.6%-10.6pp | 69.5%+3.5pp |
| Annual return | 13.61% | 21.38%-7.8pp | 205.94%-192.3pp | 28.90%-15.3pp |
| Employer contribution / active EE | $797 | $2,164-63.2% | $5,432-85.3% | $2,042-61.0% |
| Participant deferral / active EE | $2,021 | $2,303-12.2% | $4,939-59.1% | $3,169-36.2% |
| Admin fee / account holder | $234 | $455-48.6% | $13,881-98.3% | $479-51.2% |