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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $50,506 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,329 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $13,200 |
EVERS ROBINSON LTD1 year Filed as: EVERS ROBINSON LTD. Service code 10 · EIN 86-0715183 | Accounting | $7,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $173,377 | $75,183+130.6% | $123,894+39.9% | $55,167+214.3% |
| Participation rate | 93.7% | 72.8%+20.9pp | 81.4%+12.3pp | 69.0%+24.7pp |
| Annual return | 6.57% | 19.01%-12.4pp | 47.52%-41.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $6,143 | $2,823+117.6% | $4,617+33.1% | $1,963+213.0% |
| Participant deferral / active EE | $7,502 | $5,084+47.5% | $5,984+25.4% | $3,054+145.6% |
| Admin fee / account holder | $867 | $663+30.9% | $8,357-89.6% | $504+72.1% |