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 Filed as: STANCORP Service code 10 · EIN 93-1253576 | Accounting | $40,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $6,975 | $88,122-92.1% | $141,197-95.1% | $67,582-89.7% |
| Participation rate | 62.1% | 76.5%-14.4pp | 82.5%-20.4pp | 71.3%-9.2pp |
| Annual return | 29.53% | 75.40%-45.9pp | 71.41%-41.9pp | 378.57%-349.0pp |
| Employer contribution / active EE | $87 | $3,224-97.3% | $4,736-98.2% | $2,148-95.9% |
| Participant deferral / active EE | $3,488 | $5,958-41.4% | $6,710-48.0% | $3,539-1.4% |
| Admin fee / account holder | $69 | $131-47.3% | $10,265-99.3% | $142-51.6% |