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 | Direct payment from the plan; Sub-tra... | $38,178 |
AMERITAS LIFE INSURANCE CORP8+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $17,756 |
Annual investment return 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 | $80,191 | $65,582+22.3% | $64,101+25.1% | $71,511+12.1% |
| Participation rate | 86.8% | 73.2%+13.6pp | 72.3%+14.5pp | 67.9%+18.9pp |
| Annual return | 6.64% | 18.96%-12.3pp | 33.72%-27.1pp | 28.86%-22.2pp |
| Employer contribution / active EE | $4,439 | $2,671+66.2% | $2,749+61.5% | $2,589+71.5% |
| Participant deferral / active EE | $0 | $3,628-100.0% | $3,881-100.0% | $4,291-100.0% |
| Admin fee / account holder | $249 | $616-59.7% | $3,070-91.9% | $1,588-84.4% |