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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $31,032 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,094 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,645 | $42,901-37.9% | $91,225-70.8% | $64,819-58.9% |
| Participation rate | 70.5% | 68.1%+2.3pp | 73.2%-2.7pp | 71.5%-1.0pp |
| Annual return | -13.13% | -13.53%+0.4pp | 114.12%-127.3pp | 32.84%-46.0pp |
| Employer contribution / active EE | $668 | $1,571-57.5% | $2,851-76.6% | $2,507-73.3% |
| Participant deferral / active EE | $3,604 | $3,501+2.9% | $4,233-14.9% | $4,311-16.4% |
| Admin fee / account holder | $135 | $131+3.1% | $5,422-97.5% | $188-28.0% |