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 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $58,806 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,545 | $59,402-18.3% | $93,654-48.2% | $74,546-34.9% |
| Participation rate | 94.9% | 59.7%+35.2pp | 68.7%+26.2pp | 67.2%+27.7pp |
| Annual return | 14.87% | 81.86%-67.0pp | 133.34%-118.5pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $956 | $1,265-24.4% | $2,421-60.5% | $2,624-63.6% |
| Participant deferral / active EE | $6,525 | $3,049+114.0% | $4,413+47.9% | $4,347+50.1% |
| Admin fee / account holder | $19 | $3,023-99.4% | $8,282-99.8% | $1,944-99.0% |