Filed May 3, 2012 (most recent of 3 filings on file)
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 |
|---|---|---|
ROSENBAUM FINANCIAL4+ years Filed as: ROSENBAUM FINANCIAL, INC. Service code 27 150 SW HARRISON ST · PORTLAND, OR 97201 | Advisory (Plan) | $157,357 |
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $100,142 |
FORDHAM & CO LLP1 year Service code 10 · EIN 93-1298398 | Accounting | $19,500 |
Filed as: INDEPENDENT ACTUARIES, INC Service code 11 · EIN 36-4561119 | Actuarial | $13,186 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -8.31% | -2.48%-5.8pp | -102.04%+93.7pp | 0.19%-8.5pp |
| Employer contribution / active EE | $17,625 | $7,648+130.5% | $36,232-51.4% | $13,763+28.1% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |