Filed August 6, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 10 · EIN 93-1253576 | Accounting | $8,531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,078 | $50,637+58.1% | $86,581-7.5% | $62,293+28.6% |
| Participation rate | 36.6% | 67.9%-31.3pp | 73.5%-37.0pp | 69.5%-32.9pp |
| Annual return | 13.82% | 20.80%-7.0pp | 965.06%-951.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $3,602 | $2,075+73.6% | $2,840+26.9% | $2,042+76.4% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $27 | $413-93.4% | $4,904-99.4% | $479-94.3% |