Filed February 7, 2002
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 | Custodial (securities); Direct paymen... | $23,678 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,366 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $8,805 |
STANDARD RETIREMENT SERVICES2+ years Service code 19 | Securities Custodian | $4,110 |
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 | $19,930 | $46,732-57.4% | $156,551-87.3% | $55,167-63.9% |
| Participation rate | 77.7% | 65.8%+11.9pp | 84.0%-6.4pp | 69.0%+8.7pp |
| Annual return | 6.41% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $781 | $2,105-62.9% | $5,501-85.8% | $1,963-60.2% |
| Participant deferral / active EE | $2,097 | $2,204-4.9% | $4,871-56.9% | $3,054-31.3% |
| Admin fee / account holder | $211 | $418-49.5% | $13,028-98.4% | $504-58.1% |