Filed June 19, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $89,015 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $78,163 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12,995 |
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 | $36,307 | $48,406-25.0% | $104,625-65.3% | $90,274-59.8% |
| Participation rate | 77.8% | 64.3%+13.6pp | 74.1%+3.8pp | 73.4%+4.5pp |
| Annual return | 28.17% | 18.72%+9.4pp | 340.60%-312.4pp | 53.97%-25.8pp |
| Employer contribution / active EE | $2,536 | $1,115+127.6% | $2,681-5.4% | $2,523+0.5% |
| Participant deferral / active EE | $5,065 | $2,436+107.9% | $3,738+35.5% | $4,231+19.7% |
| Admin fee / account holder | $143 | $76+88.4% | $6,465-97.8% | $114+25.3% |