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 GROUP9 years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $47,799 |
Service code 27 · EIN 20-3168699 | Advisory (Plan) | $15,010 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,462 | $79,181-48.9% | $102,423-60.5% | $74,429-45.6% |
| Participation rate | 94.0% | 74.8%+19.3pp | 76.5%+17.5pp | 67.2%+26.8pp |
| Annual return | 9.99% | 54.97%-45.0pp | 29.42%-19.4pp | 1368.38%-1358.4pp |
| Employer contribution / active EE | $1,091 | $2,362-53.8% | $3,023-63.9% | $2,625-58.4% |
| Participant deferral / active EE | $4,766 | $4,416+7.9% | $5,054-5.7% | $4,348+9.6% |
| Admin fee / account holder | $236 | $2,002-88.2% | $9,455-97.5% | $1,944-87.9% |