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 GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $15,780 |
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS INVESTMENTS COROP. Service code 10 · EIN 47-0663374 | Accounting | $12,212 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,613 | $75,183-64.6% | $123,894-78.5% | $55,167-51.8% |
| Participation rate | 47.3% | 72.8%-25.5pp | 81.4%-34.1pp | 69.0%-21.7pp |
| Annual return | 6.26% | 19.01%-12.7pp | 47.52%-41.3pp | 169.23%-163.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,385 | $5,084-72.8% | $5,984-76.9% | $3,054-54.6% |
| Admin fee / account holder | $180 | $663-72.9% | $8,357-97.8% | $504-64.3% |