Filed June 26, 2015
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 GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $56,263 |
DESCHUTES INVESTMENT CONSULTING9+ years Service code 27 · EIN 27-3525757 | Advisory (Plan) | $16,313 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,176 | $88,203-38.6% | $165,100-67.2% | $74,478-27.3% |
| Participation rate | 90.9% | 73.1%+17.8pp | 78.6%+12.3pp | 67.2%+23.7pp |
| Annual return | 12.92% | 17.13%-4.2pp | 70.21%-57.3pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,909 | $2,601-26.6% | $4,348-56.1% | $2,626-27.3% |
| Participant deferral / active EE | $6,080 | $4,505+35.0% | $6,035+0.7% | $4,350+39.8% |
| Admin fee / account holder | $323 | $2,235-85.6% | $12,696-97.5% | $1,946-83.4% |