Filed September 23, 2014 (most recent of 2 filings on file)
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 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $238,654 |
SANTORI & PETERS, INC.5 years Service code 27 · EIN 25-1519434 | Advisory (Plan) | $49,576 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $15,324 |
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 | $29,391 | $50,150-41.4% | $149,723-80.4% | $80,169-63.3% |
| Participation rate | 90.2% | 64.3%+25.9pp | 78.8%+11.5pp | 72.9%+17.3pp |
| Annual return | 18.02% | 29.80%-11.8pp | 134.50%-116.5pp | 40.39%-22.4pp |
| Employer contribution / active EE | $777 | $1,868-58.4% | $4,821-83.9% | $2,978-73.9% |
| Participant deferral / active EE | $3,633 | $3,195+13.7% | $5,682-36.1% | $5,016-27.6% |
| Admin fee / account holder | $142 | $153-7.0% | $13,215-98.9% | $145-2.0% |