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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $45,084 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,825 | $61,391-74.2% | $149,723-89.4% | $71,529-77.9% |
| Participation rate | 80.9% | 62.5%+18.4pp | 78.8%+2.1pp | 67.9%+13.0pp |
| Annual return | 11.36% | 35.88%-24.5pp | 134.50%-123.1pp | 28.97%-17.6pp |
| Employer contribution / active EE | $1,093 | $2,384-54.2% | $4,821-77.3% | $2,590-57.8% |
| Participant deferral / active EE | $1,919 | $2,921-34.3% | $5,682-66.2% | $4,291-55.3% |
| Admin fee / account holder | $154 | $1,264-87.8% | $13,215-98.8% | $1,588-90.3% |