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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $20,787 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,765 | $46,173-37.7% | $170,435-83.1% | $69,631-58.7% |
| Participation rate | 40.6% | 63.9%-23.3pp | 83.6%-43.0pp | 70.7%-30.1pp |
| Annual return | 13.57% | 21.62%-8.1pp | 205.94%-192.4pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $617 | $1,610-61.7% | $5,432-88.6% | $2,032-69.6% |
| Participant deferral / active EE | $594 | $2,080-71.4% | $4,939-88.0% | $3,224-81.6% |
| Admin fee / account holder | $114 | $116-1.5% | $13,881-99.2% | $110+3.5% |