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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $28,872 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $14,257 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,733 | $77,670+10.4% | $125,529-31.7% | $65,306+31.3% |
| Participation rate | 95.4% | 63.2%+32.2pp | 74.7%+20.6pp | 57.7%+37.7pp |
| Annual return | 9.07% | 15.16%-6.1pp | 202.56%-193.5pp | 21.94%-12.9pp |
| Employer contribution / active EE | $1,144 | $2,099-45.5% | $3,058-62.6% | $1,967-41.8% |
| Participant deferral / active EE | $6,716 | $3,095+117.0% | $4,813+39.6% | $2,959+127.0% |
| Admin fee / account holder | $135 | $3,598-96.2% | $16,298-99.2% | $3,480-96.1% |