Filed April 15, 2015
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 |
|---|---|---|
BNC WEALTH MANAGEMENT3 years Service code 26 · EIN 35-2612874 | Advisory (Participants) | $17,761 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Tr... | $9,126 |
PENSION PLAN SPECIALISTS, PC2 years Filed as: PENSION PLAN SPECIALISTS Service code 17 · EIN 26-1570786 | Pension Consulting | $1,250 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $94 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,025 | $80,763-4.6% | $102,412-24.8% | $74,459+3.4% |
| Participation rate | 78.2% | 65.7%+12.5pp | 74.5%+3.6pp | 67.2%+10.9pp |
| Annual return | 23.11% | 27.57%-4.5pp | 24.94%-1.8pp | 1369.70%-1346.6pp |
| Employer contribution / active EE | $2,945 | $3,160-6.8% | $3,870-23.9% | $2,626+12.2% |
| Participant deferral / active EE | $6,387 | $3,862+65.4% | $5,060+26.2% | $4,350+46.9% |
| Admin fee / account holder | $262 | $2,371-89.0% | $8,388-96.9% | $1,945-86.5% |