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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $43,565 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $23,263 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,560 | $59,093-41.5% | $97,295-64.5% | $77,762-55.6% |
| Participation rate | 95.7% | 67.8%+27.9pp | 72.7%+23.0pp | 70.6%+25.1pp |
| Annual return | 12.79% | 16.93%-4.1pp | 75.62%-62.8pp | 31.27%-18.5pp |
| Employer contribution / active EE | $1,435 | $1,727-16.9% | $2,723-47.3% | $2,728-47.4% |
| Participant deferral / active EE | $4,613 | $3,901+18.3% | $4,264+8.2% | $4,651-0.8% |
| Admin fee / account holder | $216 | $346-37.5% | $5,646-96.2% | $433-50.0% |