Filed September 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $122,022 |
SWEENEY CONRAD, P.S.1 year Service code 10 · EIN 91-1301672 | Accounting | $9,785 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,264 | $106,247-63.0% | $147,096-73.3% | $77,714-49.5% |
| Participation rate | 93.5% | 78.4%+15.2pp | 82.2%+11.4pp | 70.6%+23.0pp |
| Annual return | 15.11% | 56.87%-41.8pp | 419.75%-404.6pp | 31.26%-16.1pp |
| Employer contribution / active EE | $1,469 | $4,069-63.9% | $4,936-70.2% | $2,727-46.1% |
| Participant deferral / active EE | $7,766 | $7,996-2.9% | $8,071-3.8% | $4,649+67.0% |
| Admin fee / account holder | $62 | $338-81.5% | $13,005-99.5% | $433-85.6% |