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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $23,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $38,580 | $65,376-41.0% | $87,102-55.7% | $65,185-40.8% |
| Participation rate | 41.6% | 75.3%-33.8pp | 76.9%-35.3pp | 70.2%-28.6pp |
| Annual return | 22.29% | 31.27%-9.0pp | 28.19%-5.9pp | 29.38%-7.1pp |
| Employer contribution / active EE | $262 | $1,822-85.6% | $2,521-89.6% | $2,177-88.0% |
| Participant deferral / active EE | $2,661 | $3,388-21.5% | $4,048-34.3% | $3,514-24.3% |
| Admin fee / account holder | $66 | $520-87.3% | $7,491-99.1% | $847-92.2% |