Filed February 7, 2002
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 | Custodial (securities); Sub-transfer ... | $53,544 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $27,954 |
STANDARD RETIREMENT SERVICES10+ years Service code 19 | Securities Custodian | $2,717 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,576 | $50,919-34.1% | $155,556-78.4% | $77,762-56.8% |
| Participation rate | 92.4% | 63.1%+29.3pp | 78.2%+14.2pp | 70.6%+21.8pp |
| Annual return | 12.89% | 34.84%-21.9pp | 64.84%-51.9pp | 31.27%-18.4pp |
| Employer contribution / active EE | $1,356 | $1,991-31.9% | $4,675-71.0% | $2,728-50.3% |
| Participant deferral / active EE | $4,403 | $2,824+55.9% | $5,631-21.8% | $4,651-5.3% |
| Admin fee / account holder | $211 | $437-51.6% | $15,885-98.7% | $433-51.2% |