Filed October 3, 1995
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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $20,069 |
AMERICAN FUNDS1 year Filed as: CAPITAL ONE Service code 10 · EIN 72-0120640 | Accounting | $8,784 |
Filed as: ERICKSEN KRENTEL LLP Service code 10 · EIN 72-0549733 | Accounting | $8,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,988 | $51,466-43.7% | $78,778-63.2% | $62,293-53.5% |
| Participation rate | 71.5% | 59.8%+11.8pp | 69.2%+2.4pp | 69.5%+2.0pp |
| Annual return | 16.10% | 19.96%-3.9pp | 35.62%-19.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $2,041 | $827+146.7% | $1,986+2.8% | $2,042-0.1% |
| Participant deferral / active EE | $3,009 | $2,147+40.1% | $2,958+1.7% | $3,169-5.1% |
| Admin fee / account holder | $402 | $489-17.9% | $5,134-92.2% | $479-16.2% |