Filed September 23, 2015 (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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $124,959 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 | Securities Custodian | $35,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,330 | $71,957-52.3% | $67,652-49.3% | $59,188-42.0% |
| Participation rate | 62.7% | 82.7%-19.9pp | 75.7%-12.9pp | 69.4%-6.7pp |
| Annual return | 2.26% | 8.53%-6.3pp | 6625.40%-6623.1pp | 5.51%-3.3pp |
| Employer contribution / active EE | $0 | $2,432-100.0% | $2,266-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $2,691 | $4,211-36.1% | $3,560-24.4% | $3,265-17.6% |
| Admin fee / account holder | $16 | $64-74.5% | $4,821-99.7% | $92-82.3% |