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 |
|---|---|---|
Service code 27 · EIN 20-0433578 | Advisory (Plan) | $35,214 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $26,750 |
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 | $86,558 | $80,763+7.2% | $102,412-15.5% | $74,459+16.2% |
| Participation rate | 94.8% | 65.7%+29.1pp | 74.5%+20.3pp | 67.2%+27.6pp |
| Annual return | 14.82% | 27.57%-12.8pp | 24.94%-10.1pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,679 | $3,862+124.7% | $5,060+71.5% | $4,350+99.5% |
| Admin fee / account holder | $296 | $2,371-87.5% | $8,388-96.5% | $1,945-84.8% |