Filed September 23, 1999
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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $83,822 |
SAGEVIEW ADVISORY GROUP, LLC9 years Service code 10 · EIN 33-0818667 | Accounting | $55,663 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,460 | $69,255+4.6% | $158,226-54.2% | $69,255+4.6% |
| Participation rate | 62.2% | 69.0%-6.9pp | 74.8%-12.7pp | 69.0%-6.9pp |
| Annual return | 11.93% | 26.73%-14.8pp | 501.41%-489.5pp | 26.73%-14.8pp |
| Employer contribution / active EE | $956 | $2,645-63.9% | $2,986-68.0% | $2,645-63.9% |
| Participant deferral / active EE | $2,906 | $2,890+0.5% | $4,317-32.7% | $2,890+0.5% |
| Admin fee / account holder | $321 | $733-56.2% | $10,217-96.9% | $733-56.2% |