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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $85,091 |
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 | $93,707 | $78,483+19.4% | $106,201-11.8% | $74,546+25.7% |
| Participation rate | 77.7% | 72.8%+4.9pp | 75.3%+2.4pp | 67.2%+10.4pp |
| Annual return | 15.89% | 15.94%-0.1pp | 116.26%-100.4pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $2,064 | $2,522-18.1% | $3,170-34.9% | $2,624-21.4% |
| Participant deferral / active EE | $5,694 | $4,320+31.8% | $5,012+13.6% | $4,347+31.0% |
| Admin fee / account holder | $67 | $2,236-97.0% | $11,039-99.4% | $1,944-96.6% |