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 GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $191,217 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,170 | $112,686-13.8% | $170,043-42.9% | $80,157+21.2% |
| Participation rate | 98.9% | 87.4%+11.6pp | 87.0%+11.9pp | 72.9%+26.0pp |
| Annual return | 20.58% | 67.04%-46.5pp | 53.40%-32.8pp | 40.39%-19.8pp |
| Employer contribution / active EE | $5,611 | $4,481+25.2% | $6,790-17.4% | $2,977+88.4% |
| Participant deferral / active EE | $8,421 | $7,876+6.9% | $10,410-19.1% | $5,015+67.9% |
| Admin fee / account holder | $20 | $99-80.0% | $12,824-99.8% | $145-86.3% |