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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 47-1566880 | Advisory (Plan) | $41,366 |
STANCORP FINANCIAL GROUP5 years Filed as: STANCORP FINANCIAL GROUP, INC. Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $40,490 |
Filed as: ASSUREDPARTNERS INVESTMENT ADVISORS Service code 27 · EIN 45-2712335 | Advisory (Plan) | $15,378 |
Service code 13 · EIN 13-3180178 | Contract Administrator | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: TOTAL SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,499 | $101,672+127.7% | $147,117+57.4% | $74,478+210.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.61% | 8757.83%-8744.2pp | 420.54%-406.9pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $14,102 | $3,813+269.8% | $4,932+185.9% | $2,626+437.0% |
| Participant deferral / active EE | $13,060 | $7,305+78.8% | $8,065+61.9% | $4,350+200.2% |
| Admin fee / account holder | $80 | $1,753-95.5% | $12,993-99.4% | $1,946-95.9% |