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 GROUP1+ years Filed as: STANCORP FINANACIAL GROUP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $121,662 |
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.
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 | $14,593 | $47,078-69.0% | $100,671-85.5% | $55,191-73.6% |
| Participation rate | 91.0% | 58.0%+33.0pp | 70.7%+20.3pp | 69.2%+21.8pp |
| Annual return | -1.65% | 0.65%-2.3pp | 20.43%-22.1pp | 10.78%-12.4pp |
| Employer contribution / active EE | $1,492 | $1,065+40.0% | $4,012-62.8% | $1,899-21.4% |
| Participant deferral / active EE | $1,960 | $2,038-3.8% | $3,144-37.7% | $3,046-35.7% |
| Admin fee / account holder | $84 | $153-45.2% | $4,850-98.3% | $91-7.5% |