Filed December 22, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $53,659 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $35,441 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,832 | $86,949+160.9% | $102,460+121.4% | $80,959+180.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.69% | 18.89%-7.2pp | 29.47%-17.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $35,769 | $2,370+1409.4% | $3,025+1082.4% | $2,757+1197.3% |
| Participant deferral / active EE | $29,539 | $4,121+616.8% | $5,056+484.2% | $4,300+586.9% |
| Admin fee / account holder | $586 | $8,048-92.7% | $9,460-93.8% | $6,925-91.5% |