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 GROUP4 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Other fees;... | $66,843 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $45,911 |
VISSE & COMPANY, CPA'S3 years Service code 10 · EIN 54-2088418 | Accounting | $8,700 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $5,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,938 | $47,634-33.0% | $90,440-64.7% | $90,274-64.6% |
| Participation rate | 22.2% | 67.5%-45.3pp | 72.7%-50.5pp | 73.4%-51.1pp |
| Annual return | 16.90% | 19.61%-2.7pp | 1294.38%-1277.5pp | 53.97%-37.1pp |
| Employer contribution / active EE | $183 | $1,749-89.6% | $3,263-94.4% | $2,523-92.8% |
| Participant deferral / active EE | $974 | $2,824-65.5% | $3,964-75.4% | $4,231-77.0% |
| Admin fee / account holder | $228 | $106+115.3% | $5,615-95.9% | $114+100.1% |