Filed November 27, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $43,698 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $10,671 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $10,604 |
Filed as: CHARLES SCHWAB TRUST Service code 19 · EIN 42-1558009 | Securities Custodian | $3,658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,152 | $50,919-19.2% | $155,556-73.5% | $77,762-47.1% |
| Participation rate | 59.7% | 63.1%-3.4pp | 78.2%-18.5pp | 70.6%-10.9pp |
| Annual return | 13.51% | 34.84%-21.3pp | 64.84%-51.3pp | 31.27%-17.8pp |
| Employer contribution / active EE | $1,746 | $1,991-12.3% | $4,675-62.7% | $2,728-36.0% |
| Participant deferral / active EE | $3,077 | $2,824+8.9% | $5,631-45.4% | $4,651-33.8% |
| Admin fee / account holder | $287 | $437-34.2% | $15,885-98.2% | $433-33.6% |