Filed August 6, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | Direct payment from the plan; Claims ... | $47,898 |
PENSIONMARK FINANCIAL GROUP LLC6+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $11,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,428 | $47,163-73.6% | $149,696-91.7% | $74,460-83.3% |
| Participation rate | 64.1% | 63.4%+0.7pp | 78.8%-14.7pp | 70.7%-6.7pp |
| Annual return | 18.52% | 22.75%-4.2pp | 134.46%-115.9pp | 34.38%-15.9pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,324 | $2,730-51.5% | $5,682-76.7% | $4,530-70.8% |
| Admin fee / account holder | $81 | $343-76.3% | $13,212-99.4% | $348-76.6% |