Filed April 22, 2011
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.
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $53,647 |
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 | $50,449 | $59,402-15.1% | $93,654-46.1% | $74,546-32.3% |
| Participation rate | 72.7% | 59.7%+13.0pp | 68.7%+4.0pp | 67.2%+5.5pp |
| Annual return | 16.41% | 81.86%-65.4pp | 133.34%-116.9pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $389 | $1,265-69.3% | $2,421-83.9% | $2,624-85.2% |
| Participant deferral / active EE | $3,915 | $3,049+28.4% | $4,413-11.3% | $4,347-9.9% |
| Admin fee / account holder | $63 | $3,023-97.9% | $8,282-99.2% | $1,944-96.7% |