Filed April 27, 2015
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $112,253 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $42,100 |
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 | $56,961 | $85,635-33.5% | $123,894-54.0% | $63,975-11.0% |
| Participation rate | 82.0% | 74.9%+7.0pp | 81.4%+0.6pp | 71.1%+10.8pp |
| Annual return | 10.01% | 15.74%-5.7pp | 47.52%-37.5pp | 48.65%-38.6pp |
| Employer contribution / active EE | $480 | $3,076-84.4% | $4,617-89.6% | $2,182-78.0% |
| Participant deferral / active EE | $5,761 | $5,667+1.7% | $5,984-3.7% | $3,356+71.6% |
| Admin fee / account holder | $25 | $75-66.2% | $8,357-99.7% | $70-64.1% |