Filed October 18, 2004
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 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $51,331 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,290 | $79,223+109.9% | $102,460+62.3% | $74,478+123.3% |
| Participation rate | 86.1% | 74.8%+11.4pp | 76.5%+9.6pp | 67.2%+18.9pp |
| Annual return | 15.92% | 54.98%-39.1pp | 29.47%-13.6pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $2,746 | $2,363+16.2% | $3,025-9.2% | $2,626+4.6% |
| Participant deferral / active EE | $3,131 | $4,417-29.1% | $5,056-38.1% | $4,350-28.0% |
| Admin fee / account holder | $20 | $2,003-99.0% | $9,460-99.8% | $1,946-99.0% |