Filed January 19, 2024
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+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Sub-tra... | $11,315 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,322 | $75,832-85.1% | $147,617-92.3% | $59,633-81.0% |
| Participation rate | 75.3% | 71.6%+3.7pp | 84.6%-9.4pp | 68.7%+6.6pp |
| Annual return | 2.17% | 0.37%+1.8pp | 61.98%-59.8pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,525 | $3,131-51.3% | $4,895-68.8% | $3,192-52.2% |
| Admin fee / account holder | $172 | $5,986-97.1% | $11,612-98.5% | $4,297-96.0% |