Filed April 2, 2012
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 |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 18700 N.HAYDEN RD. SUITE 255 · SCOTTSDALE, AZ 85255 | Advisory (Plan) | $54,808 |
STANCORP FINANCIAL GROUP6 years Service code 50 · EIN 93-1253576 1100 SOUTHWEST 6TH AVENUE · PORTLAND, OR 97204 | Direct Payment | $43,160 |
PENSION ASSURANCE LLP10+ years Filed as: THE PENSION SPECIALISTS Service code 70 · EIN 36-3592542 10501 NORTH SECOND STREET · MACHESNEY PARK, IL 611151455 | Consulting Fees | $18,780 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,813 | $83,369+206.8% | $105,223+143.1% | $67,986+276.3% |
| Participation rate | 95.9% | 56.3%+39.6pp | 75.0%+20.8pp | 57.2%+38.7pp |
| Annual return | 17.87% | 24.64%-6.8pp | 180.65%-162.8pp | 31.67%-13.8pp |
| Employer contribution / active EE | $8,173 | $2,541+221.7% | $3,689+121.6% | $2,019+304.9% |
| Participant deferral / active EE | $5,858 | $3,295+77.8% | $5,072+15.5% | $3,358+74.4% |
| Admin fee / account holder | $580 | $4,073-85.8% | $8,859-93.5% | $3,203-81.9% |