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 13 · EIN 93-1253576 | Contract Administrator | $49,185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,134 | $54,193-29.6% | $93,669-59.3% | $77,714-50.9% |
| Participation rate | 48.0% | 63.9%-16.0pp | 68.7%-20.8pp | 70.6%-22.6pp |
| Annual return | 11.98% | 30.54%-18.6pp | 133.59%-121.6pp | 31.26%-19.3pp |
| Employer contribution / active EE | $48 | $1,168-95.9% | $2,424-98.0% | $2,727-98.2% |
| Participant deferral / active EE | $2,180 | $3,144-30.6% | $4,416-50.6% | $4,649-53.1% |
| Admin fee / account holder | $31 | $576-94.7% | $8,291-99.6% | $433-92.9% |