Filed June 5, 2014 (most recent of 2 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 |
|---|---|---|
STONEBRIDGE1 year Filed as: STONEBRIDGE FINANCIAL GROUP, LLC Service code 27 · EIN 46-1727685 | Advisory (Plan) | $45,106 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,020 |
OSAIC WEALTH INC1 year Filed as: OSAIC ADVISORY SERVICES, LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $13,492 |
Service code 13 · EIN 27-2487837 | Contract Administrator | $11,363 |
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 | $137,766 | $101,672+35.5% | $147,117-6.4% | $74,478+85.0% |
| Participation rate | 98.9% | 75.5%+23.3pp | 82.2%+16.7pp | 67.2%+31.7pp |
| Annual return | 15.70% | 8757.83%-8742.1pp | 420.54%-404.8pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $2,023 | $3,813-46.9% | $4,932-59.0% | $2,626-23.0% |
| Participant deferral / active EE | $10,711 | $7,305+46.6% | $8,065+32.8% | $4,350+146.2% |
| Admin fee / account holder | $439 | $1,753-75.0% | $12,993-96.6% | $1,946-77.4% |