Filed May 25, 2026
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 GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $46,557 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $29,802 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,836 | $47,180-30.4% | $149,723-78.1% | $74,473-55.9% |
| Participation rate | 79.5% | 63.4%+16.1pp | 78.8%+0.7pp | 70.7%+8.8pp |
| Annual return | 15.28% | 22.75%-7.5pp | 134.50%-119.2pp | 34.36%-19.1pp |
| Employer contribution / active EE | $1,365 | $1,907-28.4% | $4,821-71.7% | $2,638-48.3% |
| Participant deferral / active EE | $3,640 | $2,730+33.3% | $5,682-35.9% | $4,530-19.6% |
| Admin fee / account holder | $187 | $343-45.4% | $13,215-98.6% | $347-46.1% |