Filed January 22, 2010
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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $34,253 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $19,340 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,738 | $56,317-15.2% | $71,209-33.0% | $74,304-35.8% |
| Participation rate | 88.1% | 55.1%+33.0pp | 73.8%+14.4pp | 60.3%+27.8pp |
| Annual return | 10.27% | 42.83%-32.6pp | 282.51%-272.2pp | 29.43%-19.2pp |
| Employer contribution / active EE | $1,748 | $2,160-19.1% | $2,721-35.7% | $2,241-22.0% |
| Participant deferral / active EE | $3,214 | $2,788+15.3% | $4,175-23.0% | $3,767-14.7% |
| Admin fee / account holder | $484 | $2,290-78.8% | $5,349-90.9% | $2,969-83.7% |