Filed June 5, 2024
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 |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $31,772 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $26,367 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,848 | $122,042-50.1% | $184,243-67.0% | $74,429-18.2% |
| Participation rate | 89.2% | 85.5%+3.7pp | 86.8%+2.3pp | 67.2%+21.9pp |
| Annual return | 17.55% | 19.91%-2.4pp | 28.82%-11.3pp | 1368.38%-1350.8pp |
| Employer contribution / active EE | $2,331 | $4,538-48.6% | $6,427-63.7% | $2,625-11.2% |
| Participant deferral / active EE | $3,770 | $7,143-47.2% | $9,132-58.7% | $4,348-13.3% |
| Admin fee / account holder | $183 | $1,252-85.4% | $13,914-98.7% | $1,944-90.6% |