Filed November 27, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $36,585 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $23,581 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST Service code 19 | Securities Custodian | $3,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,492 | $50,982-10.8% | $154,803-70.6% | $85,563-46.8% |
| Participation rate | 63.9% | 59.8%+4.1pp | 78.1%-14.2pp | 66.0%-2.1pp |
| Annual return | 17.26% | 30.35%-13.1pp | 58.88%-41.6pp | 31.51%-14.3pp |
| Employer contribution / active EE | $1,820 | $1,708+6.6% | $4,305-57.7% | $2,654-31.4% |
| Participant deferral / active EE | $3,081 | $2,474+24.5% | $5,540-44.4% | $4,375-29.6% |
| Admin fee / account holder | $249 | $846-70.6% | $14,329-98.3% | $834-70.2% |