Filed August 27, 2013
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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $52,286 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,438 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12,782 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $157,150 | $70,002+124.5% | $115,038+36.6% | $52,331+200.3% |
| Participation rate | 99.2% | 72.1%+27.1pp | 81.4%+17.9pp | 68.1%+31.1pp |
| Annual return | -1.09% | 4.04%-5.1pp | 26.14%-27.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $4,986 | $2,715+83.6% | $4,608+8.2% | $1,882+165.0% |
| Participant deferral / active EE | $7,536 | $4,920+53.2% | $6,026+25.0% | $3,022+149.3% |
| Admin fee / account holder | $843 | $566+49.0% | $8,175-89.7% | $592+42.5% |