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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $33,597 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $9,564 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,152 | $75,388-69.3% | $123,553-81.3% | $55,725-58.5% |
| Participation rate | 89.8% | 75.7%+14.1pp | 82.3%+7.5pp | 70.9%+19.0pp |
| Annual return | -2.36% | 4.48%-6.8pp | 119.21%-121.6pp | 244.93%-247.3pp |
| Employer contribution / active EE | $1,259 | $3,063-58.9% | $4,628-72.8% | $2,078-39.4% |
| Participant deferral / active EE | $4,893 | $5,651-13.4% | $6,426-23.9% | $3,356+45.8% |
| Admin fee / account holder | $25 | $120-78.7% | $9,284-99.7% | $115-77.9% |