Filed August 8, 2005
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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $40,103 |
USI CONSULTING GROUP2 years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 27 · EIN 91-1176315 | Advisory (Plan) | $25,429 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $9,830 |
VISSE & COMPANY, CPA'S1 year Service code 10 · EIN 54-2088418 | Accounting | $7,900 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $3,773 |
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).
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 | $22,991 | $37,884-39.3% | $79,466-71.1% | $75,289-69.5% |
| Participation rate | 17.8% | 65.0%-47.2pp | 73.3%-55.6pp | 72.4%-54.7pp |
| Annual return | -2.21% | 1.06%-3.3pp | 718.28%-720.5pp | -0.04%-2.2pp |
| Employer contribution / active EE | $343 | $1,680-79.6% | $2,800-87.8% | $2,405-85.7% |
| Participant deferral / active EE | $734 | $2,569-71.4% | $3,704-80.2% | $3,739-80.4% |
| Admin fee / account holder | $192 | $77+150.2% | $5,104-96.2% | $102+87.3% |