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 GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $31,348 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,833 | $111,491-58.0% | $189,534-75.3% | $86,828-46.1% |
| Participation rate | 94.5% | 87.3%+7.2pp | 87.8%+6.7pp | 72.3%+22.2pp |
| Annual return | 13.35% | 83.50%-70.1pp | 555.39%-542.0pp | 97.95%-84.6pp |
| Employer contribution / active EE | $3,149 | $3,951-20.3% | $6,162-48.9% | $2,406+30.9% |
| Participant deferral / active EE | $3,694 | $6,437-42.6% | $8,220-55.1% | $4,132-10.6% |
| Admin fee / account holder | $29 | $189-84.6% | $12,049-99.8% | $170-82.8% |