Filed December 17, 2012
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 GROUP7 years Service code 12 · EIN 93-1253576 | Shareholder servicing fees; Recordkee... | $48,494 |
BAIRD FUNDS7 years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $19,680 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $3,457 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,872 | $55,415-44.3% | $155,509-80.1% | $74,495-58.6% |
| Participation rate | 89.9% | 61.9%+28.0pp | 78.2%+11.8pp | 67.2%+22.7pp |
| Annual return | 11.02% | 268.50%-257.5pp | 64.67%-53.6pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,212 | $2,267-46.5% | $4,672-74.1% | $2,623-53.8% |
| Participant deferral / active EE | $3,907 | $2,836+37.8% | $5,626-30.6% | $4,346-10.1% |
| Admin fee / account holder | $249 | $1,738-85.7% | $15,912-98.4% | $1,942-87.2% |