Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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... | $23,380 |
Service code 27 · EIN 83-1730027 | Advisory (Plan) | $16,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,475 | $65,946-32.6% | $81,783-45.6% | $77,671-42.7% |
| Participation rate | 24.3% | 65.8%-41.5pp | 72.4%-48.1pp | 70.6%-46.3pp |
| Annual return | 29.87% | 26.65%+3.2pp | 775.05%-745.2pp | 31.21%-1.3pp |
| Employer contribution / active EE | $786 | $2,371-66.8% | $2,913-73.0% | $2,726-71.2% |
| Participant deferral / active EE | $2,323 | $3,507-33.8% | $4,320-46.2% | $4,648-50.0% |
| Admin fee / account holder | $186 | $527-64.7% | $7,380-97.5% | $430-56.8% |