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 GROUP7 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $37,227 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,881 | $100,272-55.2% | $170,055-73.6% | $74,478-39.7% |
| Participation rate | 97.2% | 87.4%+9.9pp | 87.0%+10.2pp | 70.7%+26.5pp |
| Annual return | 17.26% | 66.12%-48.9pp | 53.43%-36.2pp | 34.37%-17.1pp |
| Employer contribution / active EE | $3,522 | $4,266-17.4% | $6,790-48.1% | $2,637+33.6% |
| Participant deferral / active EE | $3,815 | $7,147-46.6% | $10,410-63.4% | $4,530-15.8% |
| Admin fee / account holder | $35 | $235-85.2% | $12,828-99.7% | $347-90.0% |