Filed August 29, 2006 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $25,118 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,009 | $81,537-60.7% | $149,721-78.6% | $69,634-54.0% |
| Participation rate | 97.3% | 86.1%+11.2pp | 87.1%+10.3pp | 70.7%+26.6pp |
| Annual return | 17.85% | 22.79%-4.9pp | 1501.67%-1483.8pp | 27572.26%-27554.4pp |
| Employer contribution / active EE | $2,558 | $3,239-21.0% | $5,444-53.0% | $2,032+25.9% |
| Participant deferral / active EE | $2,823 | $4,994-43.5% | $6,568-57.0% | $3,224-12.4% |
| Admin fee / account holder | $25 | $107-76.5% | $11,282-99.8% | $110-77.3% |