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 | Recordkeeping and information managem... | $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 | $64,705-60.2% | $62,929-59.1% | $67,986-62.2% |
| Participation rate | 99.0% | 65.6%+33.4pp | 73.1%+25.9pp | 57.2%+41.8pp |
| Annual return | 14.84% | 20.31%-5.5pp | 1063.93%-1049.1pp | 31.67%-16.8pp |
| Employer contribution / active EE | $2,229 | $2,376-6.2% | $2,505-11.0% | $2,019+10.4% |
| Participant deferral / active EE | $3,502 | $3,198+9.5% | $3,888-9.9% | $3,358+4.3% |
| Admin fee / account holder | $12 | $1,428-99.2% | $5,065-99.8% | $3,203-99.6% |