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 | Other fees; Claims processing; Record... | $79,281 |
Service code 27 · EIN 27-1667654 | Advisory (Plan) | $28,531 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $20,660 |
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 | $39,151 | $37,196+5.3% | $154,111-74.6% | $55,725-29.7% |
| Participation rate | 94.8% | 64.1%+30.7pp | 83.0%+11.8pp | 70.9%+24.0pp |
| Annual return | -5.50% | 1319.68%-1325.2pp | 735.18%-740.7pp | 244.93%-250.4pp |
| Employer contribution / active EE | $2,054 | $1,614+27.2% | $5,298-61.2% | $2,078-1.2% |
| Participant deferral / active EE | $4,444 | $2,068+114.9% | $5,081-12.5% | $3,356+32.4% |
| Admin fee / account holder | $119 | $102+17.0% | $13,411-99.1% | $115+3.2% |