Filed March 4, 2014
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 |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $66,634 |
M HOLDINGS SECURITIES INC5 years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $26,552 |
Filed as: ASSUREDPARTNERS INVESTMENT ADVISORS Service code 27 · EIN 45-2712335 | Advisory (Plan) | $20,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,925 | $53,204-47.5% | $155,556-82.0% | $200,096-86.0% |
| Participation rate | 18.9% | 64.1%-45.2pp | 78.2%-59.3pp | 72.0%-53.1pp |
| Annual return | 12.53% | 41.02%-28.5pp | 64.84%-52.3pp | 34.26%-21.7pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $1,165 | $3,163-63.2% | $5,631-79.3% | $5,090-77.1% |
| Admin fee / account holder | $149 | $186-19.8% | $15,885-99.1% | $269-44.7% |