Filed April 27, 2015
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $54,171 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,483 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,428 | $75,388-5.3% | $123,544-42.2% | $55,725+28.2% |
| Participation rate | 92.9% | 75.7%+17.2pp | 82.3%+10.6pp | 70.9%+22.0pp |
| Annual return | 3.37% | 4.48%-1.1pp | 119.20%-115.8pp | 244.93%-241.6pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $7,687 | $5,651+36.0% | $6,426+19.6% | $3,356+129.1% |
| Admin fee / account holder | $43 | $120-64.2% | $9,284-99.5% | $115-62.8% |