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 GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $137,052 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 | Securities Custodian | $34,941 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,421 | $80,211-54.6% | $74,184-50.9% | $63,975-43.1% |
| Participation rate | 64.5% | 84.2%-19.7pp | 76.6%-12.2pp | 71.1%-6.7pp |
| Annual return | 11.30% | 14.13%-2.8pp | 17.74%-6.4pp | 48.65%-37.3pp |
| Employer contribution / active EE | $0 | $2,553-100.0% | $2,370-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,881 | $4,370-34.1% | $3,550-18.8% | $3,356-14.2% |
| Admin fee / account holder | $19 | $67-72.2% | $5,586-99.7% | $70-73.5% |