Filed June 7, 2014 (most recent of 4 filings on file)
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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $47,379 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $46,841 |
STANCORP FINANCIAL GROUP2+ years Filed as: STANCORP FINANICAL GROUP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $12,488 |
STANCORP FINANCIAL GROUP2+ years Service code 60 | Sub-TA Fees | $8,953 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $4,649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,288 | $36,916+103.9% | $156,551-51.9% | $57,658+30.6% |
| Participation rate | 69.9% | 63.4%+6.5pp | 84.0%-14.1pp | 70.2%-0.3pp |
| Annual return | 8.60% | 12.38%-3.8pp | 32.23%-23.6pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,022 | $1,571-34.9% | $5,501-81.4% | $1,974-48.2% |
| Participant deferral / active EE | $4,219 | $1,926+119.1% | $4,871-13.4% | $3,061+37.8% |
| Admin fee / account holder | $181 | $82+119.3% | $13,028-98.6% | $95+91.4% |