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 | Custodial (securities); Recordkeeping... | $70,343 |
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 | $47,448 | $26,549+78.7% | $61,501-22.9% | $66,949-29.1% |
| Participation rate | 97.0% | 38.1%+58.9pp | 52.6%+44.5pp | 69.8%+27.2pp |
| Annual return | -17.16% | -16.21%-0.9pp | 339.04%-356.2pp | 1.57%-18.7pp |
| Employer contribution / active EE | $2,546 | $651+290.8% | $1,160+119.5% | $2,5450% |
| Participant deferral / active EE | $5,633 | $1,338+320.9% | $2,125+165.1% | $4,239+32.9% |
| Admin fee / account holder | $268 | $409-34.4% | $2,132-87.4% | $594-54.9% |