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 | Distribution (12b-1) fees; Recordkeep... | $46,566 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $995 |
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 | $53,151 | $51,769+2.7% | $57,356-7.3% | $52,331+1.6% |
| Participation rate | 76.0% | 75.2%+0.7pp | 75.1%+0.9pp | 68.1%+7.9pp |
| Annual return | 0.97% | 2.43%-1.5pp | 24.41%-23.4pp | 4.54%-3.6pp |
| Employer contribution / active EE | $1,986 | $2,335-15.0% | $2,689-26.1% | $1,882+5.5% |
| Participant deferral / active EE | $4,571 | $2,794+63.6% | $3,162+44.6% | $3,022+51.3% |
| Admin fee / account holder | $87 | $295-70.5% | $3,357-97.4% | $592-85.3% |