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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,264 | $106,028-63.0% | $146,958-73.3% | $77,643-49.4% |
| Participation rate | 93.5% | 78.4%+15.2pp | 82.2%+11.4pp | 70.6%+23.0pp |
| Annual return | 15.11% | 56.73%-41.6pp | 418.34%-403.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $1,469 | $4,063-63.8% | $4,933-70.2% | $2,726-46.1% |
| Participant deferral / active EE | $7,766 | $7,990-2.8% | $8,070-3.8% | $4,647+67.1% |
| Admin fee / account holder | $62 | $337-81.5% | $12,998-99.5% | $430-85.5% |