Filed April 12, 2007
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 |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC1+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $22,101 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $18,622 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,088 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Filed as: INDEPENDENT FINANCIAL GROUP Service code 53 · EIN 03-0491379 | Insurance Commissions | $5,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,114 | $36,916-18.4% | $156,551-80.8% | $57,658-47.8% |
| Participation rate | 66.7% | 63.4%+3.2pp | 84.0%-17.3pp | 70.2%-3.6pp |
| Annual return | 9.00% | 12.38%-3.4pp | 32.23%-23.2pp | 5.13%+3.9pp |
| Employer contribution / active EE | $530 | $1,571-66.2% | $5,501-90.4% | $1,974-73.1% |
| Participant deferral / active EE | $1,803 | $1,926-6.4% | $4,871-63.0% | $3,061-41.1% |
| Admin fee / account holder | $78 | $82-5.4% | $13,028-99.4% | $95-17.4% |