Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253567 | Recordkeeping and information managem... | $5,119 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,180 | $75,962-89.2% | $154,108-94.7% | $64,173-87.3% |
| Participation rate | 71.6% | 70.4%+1.2pp | 83.0%-11.4pp | 69.6%+2.0pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $109 | $3,350-96.8% | $5,298-97.9% | $2,381-95.4% |
| Participant deferral / active EE | $2,174 | $3,175-31.5% | $5,081-57.2% | $3,470-37.3% |
| Admin fee / account holder | $84 | $5,589-98.5% | $13,411-99.4% | $4,887-98.3% |