Filed January 1, 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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $42,358 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS L Service code 27 · EIN 47-5476782 | Advisory (Plan) | $17,584 |
RELIANCE TRUST COMPANY10+ years Filed as: RELIANCE TRUST Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,666 | $55,415-50.1% | $155,509-82.2% | $74,495-62.9% |
| Participation rate | 95.7% | 61.9%+33.7pp | 78.2%+17.5pp | 67.2%+28.5pp |
| Annual return | 7.49% | 268.50%-261.0pp | 64.67%-57.2pp | 1364.94%-1357.4pp |
| Employer contribution / active EE | $1,971 | $2,267-13.1% | $4,672-57.8% | $2,623-24.9% |
| Participant deferral / active EE | $1,760 | $2,836-37.9% | $5,626-68.7% | $4,346-59.5% |
| Admin fee / account holder | $225 | $1,738-87.0% | $15,912-98.6% | $1,942-88.4% |