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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $39,285 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS Service code 70 · EIN 47-5476782 | Consulting Fees | $21,795 |
RELIANCE TRUST COMPANY8+ years Filed as: RELIANCE TRUST Service code 19 · EIN 25-1838406 | Securities Custodian | $1,122 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,205 | $65,092-47.5% | $143,799-76.2% | $66,938-48.9% |
| Participation rate | 85.8% | 65.2%+20.6pp | 80.3%+5.5pp | 69.8%+16.0pp |
| Annual return | -10.33% | -11.14%+0.8pp | -0.04%-10.3pp | 1.58%-11.9pp |
| Employer contribution / active EE | $1,856 | $2,362-21.4% | $4,952-62.5% | $2,545-27.1% |
| Participant deferral / active EE | $1,839 | $2,920-37.0% | $5,638-67.4% | $4,238-56.6% |
| Admin fee / account holder | $308 | $502-38.6% | $14,677-97.9% | $594-48.0% |