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 GROUP2+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $71,836 |
Service code 10 · EIN 33-0818667 | Accounting | $32,000 |
WORTHY & COMPANY, LLC2+ years Service code 10 · EIN 20-8092242 | Accounting | $15,600 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $11,278 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $44,258 | $43,411+2.0% | $94,993-53.4% | $69,631-36.4% |
| Participation rate | 78.6% | 64.4%+14.2pp | 73.9%+4.7pp | 70.7%+7.9pp |
| Annual return | 13.15% | 22.54%-9.4pp | 27.14%-14.0pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $966 | $1,202-19.7% | $2,603-62.9% | $2,032-52.5% |
| Participant deferral / active EE | $1,978 | $2,384-17.1% | $3,317-40.4% | $3,224-38.7% |
| Admin fee / account holder | $187 | $87+114.0% | $4,960-96.2% | $110+69.2% |