Filed November 3, 2008
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 |
|---|---|---|
Filed as: CONCOURSE FIN GROUP SEC-PROEQUITIES Service code 27 · EIN 63-0879387 2801 HIGHWAY 280 S · BIRMINGHAM, AL 35223 | Advisory (Plan) | $66,294 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 1100 SW 6TH AVE · PORTLAND, OR 97204 | Recordkeeping and information managem... | $64,474 |
PENSION ASSURANCE LLP10+ years Filed as: THE PENSION SPECIALISTS LTD Service code 27 · EIN 36-3592542 10501 NORTH SECOND STREET · MACHESNEY PARK, IL 611151455 | Advisory (Plan) | $23,156 |
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 | $72,469 | $50,919+42.3% | $155,556-53.4% | $77,762-6.8% |
| Participation rate | 84.2% | 63.1%+21.1pp | 78.2%+6.0pp | 70.6%+13.6pp |
| Annual return | 18.17% | 34.84%-16.7pp | 64.84%-46.7pp | 31.27%-13.1pp |
| Employer contribution / active EE | $3,068 | $1,991+54.1% | $4,675-34.4% | $2,728+12.5% |
| Participant deferral / active EE | $6,079 | $2,824+115.2% | $5,631+8.0% | $4,651+30.7% |
| Admin fee / account holder | $184 | $437-57.8% | $15,885-98.8% | $433-57.4% |