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 GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $14,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,685 | $41,647-38.3% | $96,171-73.3% | $86,821-70.4% |
| Participation rate | 8.1% | 50.3%-42.2pp | 68.4%-60.3pp | 72.3%-64.2pp |
| Annual return | 21.21% | 27.24%-6.0pp | 192.04%-170.8pp | 97.94%-76.7pp |
| Employer contribution / active EE | $0 | $1,328-100.0% | $2,799-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $353 | $2,412-85.4% | $4,350-91.9% | $4,132-91.5% |
| Admin fee / account holder | $99 | $169-41.6% | $5,538-98.2% | $170-41.6% |