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 GROUP1 year Service code 12 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Recordkeeping and information managem... | $7,631 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,619 | $55,470+2.1% | $155,556-63.6% | $74,478-24.0% |
| Participation rate | 94.5% | 61.9%+32.6pp | 78.2%+16.3pp | 67.2%+27.3pp |
| Annual return | 11.27% | 269.80%-258.5pp | 64.84%-53.6pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $3,323 | $2,267+46.6% | $4,675-28.9% | $2,626+26.5% |
| Participant deferral / active EE | $4,337 | $2,838+52.8% | $5,631-23.0% | $4,350-0.3% |
| Admin fee / account holder | $35 | $1,744-98.0% | $15,885-99.8% | $1,946-98.2% |