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 GROUP8 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $43,443 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,118 | $129,227-58.1% | $184,256-70.6% | $77,762-30.4% |
| Participation rate | 98.9% | 87.4%+11.6pp | 86.8%+12.1pp | 70.6%+28.3pp |
| Annual return | 29.56% | 33.24%-3.7pp | 28.85%+0.7pp | 31.27%-1.7pp |
| Employer contribution / active EE | $2,423 | $4,412-45.1% | $6,427-62.3% | $2,728-11.2% |
| Participant deferral / active EE | $4,325 | $7,307-40.8% | $9,133-52.6% | $4,651-7.0% |
| Admin fee / account holder | $44 | $256-82.9% | $13,899-99.7% | $433-89.9% |