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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $192,688 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 | Securities Custodian | $52,624 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $42,928 | $78,852-45.6% | $76,768-44.1% | $75,289-43.0% |
| Participation rate | 73.1% | 85.0%-11.9pp | 77.0%-3.9pp | 72.4%+0.7pp |
| Annual return | 19.09% | -1.29%+20.4pp | 2.43%+16.7pp | -0.04%+19.1pp |
| Employer contribution / active EE | $0 | $2,794-100.0% | $2,485-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,345 | $4,800-30.3% | $3,852-13.2% | $3,739-10.5% |
| Admin fee / account holder | $25 | $79-68.8% | $6,676-99.6% | $102-75.9% |