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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $26,915 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,341 | $73,638-35.7% | $95,960-50.7% | $73,493-35.6% |
| Participation rate | 40.9% | 76.2%-35.2pp | 77.1%-36.2pp | 70.7%-29.8pp |
| Annual return | 13.83% | 16.78%-2.9pp | 91.63%-77.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $285 | $1,863-84.7% | $2,541-88.8% | $2,270-87.4% |
| Participant deferral / active EE | $2,863 | $3,617-20.8% | $4,167-31.3% | $3,740-23.4% |
| Admin fee / account holder | $75 | $482-84.5% | $6,797-98.9% | $513-85.5% |