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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $23,181 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $10,958 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,223 | $81,358-60.4% | $155,556-79.3% | $80,959-60.2% |
| Participation rate | 99.0% | 66.3%+32.7pp | 78.2%+20.7pp | 67.7%+31.3pp |
| Annual return | 10.01% | 33.39%-23.4pp | 64.84%-54.8pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,022 | $3,106-67.1% | $4,675-78.1% | $2,757-62.9% |
| Participant deferral / active EE | $3,824 | $3,455+10.7% | $5,631-32.1% | $4,300-11.1% |
| Admin fee / account holder | $263 | $7,994-96.7% | $15,885-98.3% | $6,925-96.2% |