Filed August 11, 2008
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 GROUP8 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $36,546 |
AMERITAS LIFE INSURANCE CORP8 years Filed as: AMERITAS INVESTMENT CORP. Service code 27 · EIN 47-0663374 | Advisory (Plan) | $26,544 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,360 | $65,246+15.5% | $98,716-23.7% | $67,986+10.8% |
| Participation rate | 93.7% | 51.4%+42.2pp | 69.3%+24.4pp | 57.2%+36.5pp |
| Annual return | 12.06% | 20.58%-8.5pp | 31.81%-19.8pp | 31.67%-19.6pp |
| Employer contribution / active EE | $688 | $1,042-34.0% | $2,279-69.8% | $2,019-65.9% |
| Participant deferral / active EE | $4,436 | $2,594+71.0% | $4,048+9.6% | $3,358+32.1% |
| Admin fee / account holder | $423 | $4,561-90.7% | $8,703-95.1% | $3,203-86.8% |