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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $96,696 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,718 | $55,449+197.1% | $83,831+96.5% | $56,289+192.6% |
| Participation rate | 94.6% | 68.0%+26.6pp | 76.1%+18.4pp | 69.9%+24.7pp |
| Annual return | -3.86% | -1.38%-2.5pp | 850.99%-854.8pp | -9.96%+6.1pp |
| Employer contribution / active EE | $6,976 | $2,430+187.0% | $3,631+92.1% | $2,111+230.4% |
| Participant deferral / active EE | $6,321 | $2,935+115.3% | $4,082+54.8% | $3,350+88.7% |
| Admin fee / account holder | $694 | $656+5.8% | $5,479-87.3% | $521+33.2% |