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 | Claims processing; Direct payment fro... | $30,567 |
Service code 27 · EIN 04-3626312 | Advisory (Plan) | $19,760 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,158 | $52,961-12.8% | $172,752-73.3% | $65,185-29.2% |
| Participation rate | 77.8% | 66.2%+11.6pp | 82.6%-4.9pp | 70.2%+7.6pp |
| Annual return | 28.63% | 30.12%-1.5pp | 802.97%-774.3pp | 29.38%-0.8pp |
| Employer contribution / active EE | $1,225 | $2,190-44.1% | $5,144-76.2% | $2,177-43.7% |
| Participant deferral / active EE | $3,755 | $2,471+52.0% | $5,198-27.8% | $3,514+6.9% |
| Admin fee / account holder | $399 | $472-15.4% | $13,955-97.1% | $847-52.9% |