Filed May 29, 2001
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 | Direct payment from the plan; Sub-tra... | $124,004 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 10 · EIN 34-1542819 | Accounting | $18,750 |
Employer 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 | $38,458 | $83,023-53.7% | $102,437-62.5% | $77,762-50.5% |
| Participation rate | 94.9% | 71.5%+23.3pp | 74.5%+20.4pp | 70.6%+24.3pp |
| Annual return | 11.36% | 19.12%-7.8pp | 24.95%-13.6pp | 31.27%-19.9pp |
| Employer contribution / active EE | $543 | $3,552-84.7% | $3,871-86.0% | $2,728-80.1% |
| Participant deferral / active EE | $5,919 | $4,110+44.0% | $5,060+17.0% | $4,651+27.3% |
| Admin fee / account holder | $188 | $639-70.5% | $8,388-97.8% | $433-56.5% |