Filed November 18, 2011
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: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $4,149 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $1,690 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,655 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,984 | $37,117-46.2% | $147,617-86.5% | $55,191-63.8% |
| Participation rate | 75.2% | 63.6%+11.6pp | 84.6%-9.4pp | 69.2%+6.0pp |
| Annual return | -1.07% | 3.44%-4.5pp | 61.98%-63.1pp | 10.78%-11.8pp |
| Employer contribution / active EE | $309 | $1,620-80.9% | $5,564-94.4% | $1,899-83.7% |
| Participant deferral / active EE | $2,060 | $1,985+3.7% | $4,895-57.9% | $3,046-32.4% |
| Admin fee / account holder | $19 | $86-77.7% | $11,612-99.8% | $91-79.0% |