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 1100 SW 6TH AVENUE · PORTLAND, OR 97204 | Custodial (other than securities); Di... | $27,095 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,095 | $50,902-68.4% | $155,534-89.7% | $77,736-79.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 1.76% | 34.85%-33.1pp | 64.92%-63.2pp | 31.26%-29.5pp |
| Employer contribution / active EE | $3,727 | $1,991+87.2% | $4,675-20.3% | $2,728+36.6% |
| Participant deferral / active EE | $333 | $2,824-88.2% | $5,630-94.1% | $4,651-92.8% |
| Admin fee / account holder | $51 | $437-88.4% | $15,900-99.7% | $433-88.3% |