Filed March 27, 2006
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 | Custodial (other than securities); Di... | $103,312 |
IMA WEALTH INC7 years Filed as: IMA WEALTH, INC. Service code 27 · EIN 48-1233289 | Advisory (Plan) | $12,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,713 | $50,902-73.1% | $155,534-91.2% | $77,736-82.4% |
| Participation rate | 65.2% | 63.1%+2.1pp | 78.2%-13.0pp | 70.6%-5.4pp |
| Annual return | 15.65% | 34.85%-19.2pp | 64.92%-49.3pp | 31.26%-15.6pp |
| Employer contribution / active EE | $741 | $1,991-62.8% | $4,675-84.1% | $2,728-72.8% |
| Participant deferral / active EE | $2,043 | $2,824-27.7% | $5,630-63.7% | $4,651-56.1% |
| Admin fee / account holder | $183 | $437-58.2% | $15,900-98.9% | $433-57.9% |