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) | $38,537 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 1100 SW 6TH AVE · PORTLAND, OR 97204 | Custodial (other than securities); Cl... | $33,771 |
PENSION ASSURANCE LLP9+ years Filed as: THE PENSION SPECIALISTS LTD Service code 27 · EIN 36-3592542 10501 NORTH SECOND STREET · MACHESNEY PARK, IL 611151455 | Advisory (Plan) | $14,177 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,114 | $47,180+40.1% | $149,723-55.8% | $74,473-11.2% |
| Participation rate | 78.0% | 63.4%+14.5pp | 78.8%-0.8pp | 70.7%+7.2pp |
| Annual return | 66.98% | 22.75%+44.2pp | 134.50%-67.5pp | 34.36%+32.6pp |
| Employer contribution / active EE | $2,747 | $1,907+44.0% | $4,821-43.0% | $2,638+4.1% |
| Participant deferral / active EE | $5,413 | $2,730+98.3% | $5,682-4.7% | $4,530+19.5% |
| Admin fee / account holder | $11 | $343-96.7% | $13,215-99.9% | $347-96.8% |