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 GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $76,398 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $72,088 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,447 |
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 | $48,331 | $50,820-4.9% | $155,567-68.9% | $77,671-37.8% |
| Participation rate | 53.2% | 63.1%-10.0pp | 78.2%-25.0pp | 70.6%-17.4pp |
| Annual return | 9.75% | 34.85%-25.1pp | 64.74%-55.0pp | 31.21%-21.5pp |
| Employer contribution / active EE | $977 | $1,993-51.0% | $4,674-79.1% | $2,726-64.2% |
| Participant deferral / active EE | $3,332 | $2,823+18.0% | $5,628-40.8% | $4,648-28.3% |
| Admin fee / account holder | $340 | $436-22.1% | $15,916-97.9% | $430-21.1% |