Filed March 25, 2013
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 GROUP1 year Service code 50 · EIN 93-1253576 | Direct Payment | $9,689 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC. Service code 70 · EIN 06-1504963 | Consulting Fees | $9,598 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $8,104 |
Filed as: KESTRA INVESTMENT SERVICE LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $5,349 |
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 | $23,347 | $52,961-55.9% | $172,752-86.5% | $65,185-64.2% |
| Participation rate | 68.4% | 66.2%+2.2pp | 82.6%-14.3pp | 70.2%-1.8pp |
| Annual return | 21.08% | 30.12%-9.0pp | 802.97%-781.9pp | 29.38%-8.3pp |
| Employer contribution / active EE | $684 | $2,190-68.8% | $5,144-86.7% | $2,177-68.6% |
| Participant deferral / active EE | $1,190 | $2,471-51.8% | $5,198-77.1% | $3,514-66.1% |
| Admin fee / account holder | $150 | $472-68.2% | $13,955-98.9% | $847-82.3% |