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 GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $67,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,721 | $39,243+47.1% | $80,784-28.5% | $79,389-27.3% |
| Participation rate | 68.0% | 41.0%+27.0pp | 54.2%+13.9pp | 70.7%-2.7pp |
| Annual return | 13.05% | 98.95%-85.9pp | 87.31%-74.3pp | 116.89%-103.8pp |
| Employer contribution / active EE | $1,886 | $593+218.0% | $1,160+62.6% | $2,428-22.3% |
| Participant deferral / active EE | $3,646 | $1,262+188.8% | $2,145+69.9% | $4,046-9.9% |
| Admin fee / account holder | $276 | $647-57.3% | $3,380-91.8% | $626-55.9% |