Filed February 15, 2023 (most recent of 3 filings on file)
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 GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $26,481 |
Participant contribution per participant 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 | $51,757 | $100,272-48.4% | $170,057-69.6% | $74,473-30.5% |
| Participation rate | 99.2% | 87.4%+11.8pp | 87.0%+12.2pp | 70.7%+28.5pp |
| Annual return | 18.88% | 66.12%-47.2pp | 53.42%-34.5pp | 34.36%-15.5pp |
| Employer contribution / active EE | $3,163 | $4,266-25.8% | $6,790-53.4% | $2,638+19.9% |
| Participant deferral / active EE | $3,948 | $7,147-44.8% | $10,411-62.1% | $4,530-12.9% |
| Admin fee / account holder | $41 | $235-82.4% | $12,826-99.7% | $347-88.1% |