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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $31,717 |
STRATOS WEALTH PARTNERS2 years Filed as: STRATOS WEALTH PARTNERS LLC Service code 27 · EIN 27-5273468 | Advisory (Plan) | $12,102 |
Filed as: ERICKSEN KRENTEL LLP Service code 10 · EIN 72-0549733 | Accounting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,070 | $49,138-22.5% | $84,023-54.7% | $65,186-41.6% |
| Participation rate | 72.2% | 60.7%+11.4pp | 69.0%+3.2pp | 70.2%+2.0pp |
| Annual return | 20.52% | 23.00%-2.5pp | 71.32%-50.8pp | 29.39%-8.9pp |
| Employer contribution / active EE | $2,104 | $914+130.3% | $1,984+6.1% | $2,177-3.3% |
| Participant deferral / active EE | $3,575 | $2,397+49.1% | $3,239+10.4% | $3,514+1.7% |
| Admin fee / account holder | $498 | $543-8.3% | $6,102-91.8% | $847-41.2% |