Filed April 27, 2015
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $104,805 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 | Securities Custodian | $38,447 |
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 | $56,002 | $86,791-35.5% | $115,038-51.3% | $59,188-5.4% |
| Participation rate | 83.7% | 72.8%+10.8pp | 81.4%+2.3pp | 69.4%+14.2pp |
| Annual return | 6.32% | 4.44%+1.9pp | 26.14%-19.8pp | 5.51%+0.8pp |
| Employer contribution / active EE | $2,793 | $2,950-5.3% | $4,608-39.4% | $2,098+33.1% |
| Participant deferral / active EE | $5,527 | $5,298+4.3% | $6,026-8.3% | $3,265+69.3% |
| Admin fee / account holder | $23 | $95-75.9% | $8,175-99.7% | $92-75.2% |