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 GROUP8 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $109,144 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,329 | $84,784-12.3% | $98,462-24.5% | $74,473-0.2% |
| Participation rate | 89.3% | 81.5%+7.7pp | 75.2%+14.1pp | 70.7%+18.5pp |
| Annual return | 17.93% | 20.59%-2.7pp | 21.17%-3.2pp | 34.36%-16.4pp |
| Employer contribution / active EE | $2,727 | $3,364-18.9% | $3,049-10.6% | $2,638+3.4% |
| Participant deferral / active EE | $4,298 | $5,218-17.6% | $4,738-9.3% | $4,530-5.1% |
| Admin fee / account holder | $39 | $204-81.1% | $8,875-99.6% | $347-88.9% |