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 GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $44,575 |
BAIRD FUNDS5 years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $20,528 |
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 | $26,701 | $65,125-59.0% | $143,797-81.4% | $66,949-60.1% |
| Participation rate | 87.6% | 65.2%+22.4pp | 80.3%+7.3pp | 69.8%+17.8pp |
| Annual return | -14.96% | -11.13%-3.8pp | -0.04%-14.9pp | 1.57%-16.5pp |
| Employer contribution / active EE | $967 | $2,362-59.1% | $4,952-80.5% | $2,545-62.0% |
| Participant deferral / active EE | $3,201 | $2,920+9.6% | $5,638-43.2% | $4,239-24.5% |
| Admin fee / account holder | $246 | $503-51.0% | $14,679-98.3% | $594-58.5% |