Filed April 12, 2007
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 | Claims processing; Custodial (other t... | $77,282 |
INDEPENDENT FINANCIAL GROUP LLC10+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $62,648 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,982 |
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 | $57,419 | $38,165+50.4% | $189,758-69.7% | $69,255-17.1% |
| Participation rate | 68.6% | 66.7%+1.9pp | 79.8%-11.2pp | 69.0%-0.4pp |
| Annual return | 11.87% | 14.65%-2.8pp | 52.62%-40.8pp | 26.73%-14.9pp |
| Employer contribution / active EE | $536 | $1,589-66.3% | $4,767-88.8% | $2,645-79.7% |
| Participant deferral / active EE | $2,985 | $2,073+44.0% | $5,856-49.0% | $2,890+3.3% |
| Admin fee / account holder | $335 | $714-53.1% | $20,388-98.4% | $733-54.3% |