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 | Claims processing; Custodial (other t... | $29,122 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $17,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,050 | $45,266-35.8% | $103,693-72.0% | $65,306-55.5% |
| Participation rate | 54.0% | 53.3%+0.7pp | 72.6%-18.6pp | 57.7%-3.6pp |
| Annual return | 11.14% | 25.10%-14.0pp | 47.61%-36.5pp | 21.94%-10.8pp |
| Employer contribution / active EE | $948 | $1,765-46.3% | $2,920-67.5% | $1,967-51.8% |
| Participant deferral / active EE | $2,652 | $2,099+26.3% | $4,579-42.1% | $2,959-10.4% |
| Admin fee / account holder | $266 | $3,221-91.7% | $7,858-96.6% | $3,480-92.4% |