Filed June 19, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $47,120 |
Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $33,633 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,905 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,405 | $44,734-25.3% | $99,470-66.4% | $67,579-50.6% |
| Participation rate | 77.8% | 66.2%+11.6pp | 73.8%+4.0pp | 71.3%+6.5pp |
| Annual return | 25.26% | 32.45%-7.2pp | 30.72%-5.5pp | 378.56%-353.3pp |
| Employer contribution / active EE | $2,582 | $1,261+104.8% | $2,540+1.6% | $2,148+20.2% |
| Participant deferral / active EE | $5,064 | $2,731+85.4% | $3,619+39.9% | $3,539+43.1% |
| Admin fee / account holder | $140 | $120+17.1% | $6,252-97.8% | $142-1.5% |