Filed August 26, 2009
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.
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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $268,711 |
CAMBRIDGE INVESTMENT RESEARCH10+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $112,398 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $32,677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,096 | $113,568+31.3% | $67,575+120.6% | $199,960-25.4% |
| Participation rate | 24.0% | 73.3%-49.3pp | 72.9%-48.9pp | 72.0%-48.0pp |
| Annual return | 12.65% | 15.88%-3.2pp | 3528.98%-3516.3pp | 34.28%-21.6pp |
| Employer contribution / active EE | $1,043 | $3,409-69.4% | $2,736-61.9% | $3,036-65.6% |
| Participant deferral / active EE | $1,331 | $4,163-68.0% | $4,003-66.8% | $5,087-73.8% |
| Admin fee / account holder | $349 | $102+240.5% | $3,993-91.3% | $269+29.5% |