Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $15,211 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $45,369 | $52,293-13.2% | $178,499-74.6% | $73,412-38.2% |
| Participation rate | 42.6% | 65.3%-22.8pp | 81.9%-39.4pp | 72.2%-29.6pp |
| Annual return | 7.88% | 34.75%-26.9pp | 151.10%-143.2pp | 59.30%-51.4pp |
| Employer contribution / active EE | $650 | $1,735-62.5% | $5,011-87.0% | $2,234-70.9% |
| Participant deferral / active EE | $2,613 | $2,332+12.1% | $5,202-49.8% | $3,806-31.3% |
| Admin fee / account holder | $77 | $127-39.4% | $13,986-99.4% | $158-51.1% |