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 GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $5,342 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,097 | $61,391-67.3% | $149,723-86.6% | $71,529-71.9% |
| Participation rate | 95.9% | 62.5%+33.4pp | 78.8%+17.1pp | 67.9%+28.0pp |
| Annual return | 13.95% | 35.88%-21.9pp | 134.50%-120.5pp | 28.97%-15.0pp |
| Employer contribution / active EE | $427 | $2,384-82.1% | $4,821-91.1% | $2,590-83.5% |
| Participant deferral / active EE | $3,136 | $2,921+7.4% | $5,682-44.8% | $4,291-26.9% |
| Admin fee / account holder | $33 | $1,264-97.4% | $13,215-99.8% | $1,588-97.9% |