Filed December 26, 2019
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 GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $54,267 |
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 | $21,177 | $58,895-64.0% | $178,503-88.1% | $73,497-71.2% |
| Participation rate | 99.1% | 66.2%+32.9pp | 81.9%+17.2pp | 70.7%+28.4pp |
| Annual return | 11.84% | 24.86%-13.0pp | 151.12%-139.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,413 | $2,236-36.8% | $5,011-71.8% | $2,270-37.7% |
| Participant deferral / active EE | $3,429 | $2,567+33.6% | $5,202-34.1% | $3,740-8.3% |
| Admin fee / account holder | $31 | $400-92.4% | $13,987-99.8% | $513-94.0% |