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 GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $27,717 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $5,477 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,179 | $52,961-63.8% | $172,752-88.9% | $65,185-70.6% |
| Participation rate | 60.3% | 66.2%-5.9pp | 82.6%-22.3pp | 70.2%-9.9pp |
| Annual return | 5.57% | 30.12%-24.6pp | 802.97%-797.4pp | 29.38%-23.8pp |
| Employer contribution / active EE | $952 | $2,190-56.5% | $5,144-81.5% | $2,177-56.2% |
| Participant deferral / active EE | $941 | $2,471-61.9% | $5,198-81.9% | $3,514-73.2% |
| Admin fee / account holder | $180 | $472-61.8% | $13,955-98.7% | $847-78.7% |