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 | Custodial (other than securities); Re... | $25,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,075 | $78,690-69.4% | $161,489-85.1% | $87,485-72.5% |
| Participation rate | 51.2% | 67.5%-16.3pp | 78.7%-27.5pp | 68.9%-17.7pp |
| Annual return | 9.03% | 32.74%-23.7pp | 89.72%-80.7pp | 26.06%-17.0pp |
| Employer contribution / active EE | $826 | $2,588-68.1% | $4,268-80.7% | $2,596-68.2% |
| Participant deferral / active EE | $1,304 | $3,311-60.6% | $5,630-76.8% | $4,274-69.5% |
| Admin fee / account holder | $209 | $6,724-96.9% | $16,006-98.7% | $7,775-97.3% |