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 Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $17,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,467 | $44,221+57.1% | $121,220-42.7% | $56,289+23.4% |
| Participation rate | 27.2% | 61.1%-33.9pp | 71.8%-44.6pp | 69.9%-42.7pp |
| Annual return | -1.91% | -3.58%+1.7pp | 16.94%-18.8pp | -9.96%+8.0pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,023-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $832 | $2,521-67.0% | $3,345-75.1% | $3,350-75.2% |
| Admin fee / account holder | $89 | $480-81.5% | $5,021-98.2% | $521-82.9% |