Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $37,633 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,733 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,138 | $47,163+27.5% | $149,696-59.8% | $74,460-19.2% |
| Participation rate | 84.3% | 63.4%+20.9pp | 78.8%+5.5pp | 70.7%+13.6pp |
| Annual return | 102.88% | 22.75%+80.1pp | 134.46%-31.6pp | 34.38%+68.5pp |
| Employer contribution / active EE | $1,656 | $1,907-13.1% | $4,821-65.6% | $2,638-37.2% |
| Participant deferral / active EE | $3,371 | $2,730+23.5% | $5,682-40.7% | $4,530-25.6% |
| Admin fee / account holder | $108 | $343-68.6% | $13,212-99.2% | $348-69.0% |