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 (other than securities); Di... | $61,561 |
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFITS UNLIMITED INC Service code 13 · EIN 33-0499726 | Contract Administrator | $17,281 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $4,651 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,383 | $69,774+201.5% | $67,575+211.3% | $74,459+182.5% |
| Participation rate | 99.5% | 71.4%+28.1pp | 72.9%+26.6pp | 67.2%+32.3pp |
| Annual return | 14.63% | -40.53%+55.2pp | 3528.98%-3514.3pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $8,194 | $2,710+202.3% | $2,736+199.5% | $2,626+212.0% |
| Participant deferral / active EE | $11,271 | $3,636+209.9% | $4,003+181.5% | $4,350+159.1% |
| Admin fee / account holder | $264 | $890-70.3% | $3,993-93.4% | $1,945-86.4% |