Filed January 4, 2005 (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.
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $46,701 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $41,889 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,239 | $88,203+229.1% | $165,100+75.8% | $74,478+289.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 13.19% | 17.13%-3.9pp | 70.21%-57.0pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $11,969 | $2,601+360.2% | $4,348+175.3% | $2,626+355.7% |
| Participant deferral / active EE | $8,240 | $4,505+82.9% | $6,035+36.5% | $4,350+89.4% |
| Admin fee / account holder | $313 | $2,235-86.0% | $12,696-97.5% | $1,946-83.9% |