Filed April 22, 1994
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 GROUP1+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Sub-transf... | $128,697 |
RELIANCE TRUST COMPANY1+ years Service code 59 1100 ABERNATHY ROAD NE · ATLANTA, GA 30328 | Shareholder Servicing | $10,196 |
O'CONNOR DAVIES, LLP1+ years Filed as: O'CONNOR DAVIES LLP Service code 10 · EIN 13-3385019 | Accounting | $6,900 |
MCDERMOTT WILL & EMERY LLP1+ years Service code 29 340 MADISON AVENUE · NEW YORK, NY 101731922 | Legal | $4,252 |
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 | $34,598 | $62,324-44.5% | $68,509-49.5% | $55,191-37.3% |
| Participation rate | 90.3% | 78.9%+11.4pp | 74.7%+15.6pp | 69.2%+21.2pp |
| Annual return | 0.78% | 4.26%-3.5pp | 8.27%-7.5pp | 10.78%-10.0pp |
| Employer contribution / active EE | $1,478 | $2,223-33.5% | $2,278-35.1% | $1,899-22.1% |
| Participant deferral / active EE | $1,963 | $3,425-42.7% | $3,382-42.0% | $3,046-35.6% |
| Admin fee / account holder | $123 | $91+34.3% | $5,275-97.7% | $91+35.1% |