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 | Recordkeeping and information managem... | $15,758 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,697 | $46,732-17.2% | $156,551-75.3% | $55,167-29.9% |
| Participation rate | 14.3% | 65.8%-51.5pp | 84.0%-69.7pp | 69.0%-54.7pp |
| Annual return | 6.25% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $475 | $2,105-77.5% | $5,501-91.4% | $1,963-75.8% |
| Participant deferral / active EE | $1,155 | $2,204-47.6% | $4,871-76.3% | $3,054-62.2% |
| Admin fee / account holder | $32 | $418-92.3% | $13,028-99.8% | $504-93.6% |