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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $31,174 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,723 | $65,084-60.5% | $67,681-62.0% | $64,340-60.0% |
| Participation rate | 99.0% | 66.7%+32.3pp | 73.7%+25.3pp | 55.2%+43.8pp |
| Annual return | 14.84% | 20.50%-5.7pp | 590.58%-575.7pp | 24.14%-9.3pp |
| Employer contribution / active EE | $2,229 | $2,398-7.1% | $2,678-16.8% | $1,862+19.7% |
| Participant deferral / active EE | $3,502 | $3,210+9.1% | $3,976-11.9% | $2,980+17.5% |
| Admin fee / account holder | $12 | $1,415-99.2% | $6,100-99.8% | $3,703-99.7% |