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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $17,143 |
Filed as: BANK OF OKLAHOMA Service code 27 · EIN 73-0780382 | Advisory (Plan) | $15,488 |
Annual investment return 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 | $37,821 | $102,422-63.1% | $147,117-74.3% | $80,959-53.3% |
| Participation rate | 93.5% | 75.9%+17.7pp | 82.2%+11.4pp | 67.7%+25.9pp |
| Annual return | 10.65% | 135.16%-124.5pp | 420.54%-409.9pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,862 | $3,717-49.9% | $4,932-62.3% | $2,757-32.5% |
| Participant deferral / active EE | $11,616 | $6,652+74.6% | $8,065+44.0% | $4,300+170.1% |
| Admin fee / account holder | $212 | $7,953-97.3% | $12,993-98.4% | $6,925-96.9% |