Filed March 30, 2022 (most recent of 6 filings on file)
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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $91,472 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $43,591 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,639 | $129,227-36.8% | $184,256-55.7% | $77,762+5.0% |
| Participation rate | 98.8% | 87.4%+11.5pp | 86.8%+12.0pp | 70.6%+28.2pp |
| Annual return | 15.24% | 33.24%-18.0pp | 28.85%-13.6pp | 31.27%-16.0pp |
| Employer contribution / active EE | $3,934 | $4,412-10.8% | $6,427-38.8% | $2,728+44.2% |
| Participant deferral / active EE | $6,339 | $7,307-13.3% | $9,133-30.6% | $4,651+36.3% |
| Admin fee / account holder | $301 | $256+17.9% | $13,899-97.8% | $433-30.4% |