Filed January 22, 2010
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 10 · EIN 93-1253576 | Accounting | $35,096 |
WOODBURY FINANCIAL SERVICES5+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $10,022 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $9,450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,231 | $60,504-25.2% | $81,882-44.8% | $74,478-39.3% |
| Participation rate | 83.2% | 62.9%+20.3pp | 72.4%+10.8pp | 67.2%+16.0pp |
| Annual return | 24.97% | 16.91%+8.1pp | 779.47%-754.5pp | 1370.56%-1345.6pp |
| Employer contribution / active EE | $1,575 | $2,627-40.0% | $2,916-46.0% | $2,626-40.0% |
| Participant deferral / active EE | $2,733 | $3,400-19.6% | $4,323-36.8% | $4,350-37.2% |
| Admin fee / account holder | $480 | $1,492-67.8% | $7,360-93.5% | $1,946-75.3% |