Filed December 20, 2005
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 |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $43,789 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,579 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,964 |
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,925 | $52,293-27.5% | $178,490-78.8% | $73,409-48.3% |
| Participation rate | 63.8% | 65.3%-1.6pp | 81.9%-18.1pp | 72.2%-8.4pp |
| Annual return | 15.18% | 34.75%-19.6pp | 151.07%-135.9pp | 59.29%-44.1pp |
| Employer contribution / active EE | $672 | $1,735-61.3% | $5,011-86.6% | $2,234-69.9% |
| Participant deferral / active EE | $2,131 | $2,332-8.6% | $5,202-59.0% | $3,805-44.0% |
| Admin fee / account holder | $125 | $127-1.6% | $13,984-99.1% | $158-20.6% |