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 GROUP4 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $74,067 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,927 | $74,347+4.8% | $93,621-16.8% | $67,582+15.3% |
| Participation rate | 77.8% | 80.6%-2.8pp | 75.8%+1.9pp | 71.3%+6.5pp |
| Annual return | 21.94% | 28.07%-6.1pp | 32.76%-10.8pp | 378.57%-356.6pp |
| Employer contribution / active EE | $1,570 | $2,583-39.2% | $2,719-42.2% | $2,148-26.9% |
| Participant deferral / active EE | $3,361 | $4,060-17.2% | $4,070-17.4% | $3,539-5.1% |
| Admin fee / account holder | $27 | $123-78.1% | $7,890-99.7% | $142-81.1% |