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 GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $19,860 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES AMERICA ADVISORS,INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $11,372 |
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 | $21,075 | $46,360-54.5% | $147,618-85.7% | $52,331-59.7% |
| Participation rate | 71.8% | 64.9%+6.8pp | 84.6%-12.9pp | 68.1%+3.6pp |
| Annual return | 0.23% | 1.62%-1.4pp | 61.98%-61.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $423 | $2,126-80.1% | $5,565-92.4% | $1,882-77.5% |
| Participant deferral / active EE | $1,998 | $2,258-11.5% | $4,895-59.2% | $3,022-33.9% |
| Admin fee / account holder | $158 | $766-79.4% | $11,612-98.6% | $592-73.3% |