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 GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (securities); Shareholder s... | $42,028 |
BAIRD FUNDS6 years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $17,575 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $2,301 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,543 | $61,391-51.9% | $149,723-80.3% | $71,529-58.7% |
| Participation rate | 92.3% | 62.5%+29.7pp | 78.8%+13.5pp | 67.9%+24.3pp |
| Annual return | 14.24% | 35.88%-21.6pp | 134.50%-120.3pp | 28.97%-14.7pp |
| Employer contribution / active EE | $1,078 | $2,384-54.8% | $4,821-77.6% | $2,590-58.4% |
| Participant deferral / active EE | $3,899 | $2,921+33.5% | $5,682-31.4% | $4,291-9.1% |
| Admin fee / account holder | $222 | $1,264-82.4% | $13,215-98.3% | $1,588-86.0% |