Filed July 3, 2025
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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $114,749 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,856 | $50,902-33.5% | $155,534-78.2% | $77,736-56.4% |
| Participation rate | 78.8% | 63.1%+15.7pp | 78.2%+0.6pp | 70.6%+8.2pp |
| Annual return | 16.92% | 34.85%-17.9pp | 64.92%-48.0pp | 31.26%-14.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,220 | $2,824+14.0% | $5,630-42.8% | $4,651-30.8% |
| Admin fee / account holder | $159 | $437-63.7% | $15,900-99.0% | $433-63.4% |