Filed December 2, 2015 (most recent of 2 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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $42,057 |
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,518 | $102,661-75.1% | $151,628-83.2% | $66,930-61.9% |
| Participation rate | 97.3% | 85.5%+11.7pp | 87.5%+9.8pp | 69.8%+27.5pp |
| Annual return | -16.25% | -10.81%-5.4pp | 3.34%-19.6pp | 1.57%-17.8pp |
| Employer contribution / active EE | $2,570 | $4,184-38.6% | $6,165-58.3% | $2,545+1.0% |
| Participant deferral / active EE | $3,154 | $6,645-52.5% | $8,363-62.3% | $4,238-25.6% |
| Admin fee / account holder | $63 | $630-90.1% | $11,613-99.5% | $593-89.4% |