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 GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $48,635 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $47,617 |
ARNERICH MASSENA1+ years Filed as: ARNERICH MASSENA & ASSOCIATES Service code 10 · EIN 93-1119723 | Accounting | $37,000 |
WORTHY & COMPANY, LLC1+ years Service code 10 · EIN 20-8092242 | Accounting | $15,475 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: SCHWABE, WILLIAMSON & WYATT PC Service code 10 · EIN 93-1130272 | Accounting | $4,768 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,679 | $57,103-25.3% | $87,502-51.2% | $57,658-26.0% |
| Participation rate | 81.4% | 64.3%+17.0pp | 73.8%+7.5pp | 70.2%+11.1pp |
| Annual return | -1.41% | 12.71%-14.1pp | 12.21%-13.6pp | 5.13%-6.5pp |
| Employer contribution / active EE | $1,039 | $1,107-6.2% | $2,550-59.3% | $1,974-47.4% |
| Participant deferral / active EE | $2,162 | $2,250-3.9% | $3,149-31.3% | $3,061-29.3% |
| Admin fee / account holder | $215 | $281-23.4% | $4,221-94.9% | $95+127.7% |