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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $127,047 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,779 | $80,781+179.5% | $102,437+120.4% | $74,478+203.1% |
| Participation rate | 86.3% | 65.7%+20.6pp | 74.5%+11.8pp | 67.2%+19.1pp |
| Annual return | 12.35% | 27.58%-15.2pp | 24.95%-12.6pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $6,465 | $3,160+104.6% | $3,871+67.0% | $2,626+146.2% |
| Participant deferral / active EE | $6,624 | $3,862+71.5% | $5,060+30.9% | $4,350+52.3% |
| Admin fee / account holder | $841 | $2,372-64.5% | $8,388-90.0% | $1,946-56.8% |