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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 | Claims processing; Custodial (other t... | $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 | $101,499+128.1% | $147,005+57.5% | $74,546+210.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.61% | 8732.34%-8718.7pp | 418.76%-405.2pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $14,102 | $3,811+270.0% | $4,934+185.8% | $2,624+437.3% |
| Participant deferral / active EE | $13,060 | $7,304+78.8% | $8,070+61.8% | $4,347+200.4% |
| Admin fee / account holder | $80 | $1,748-95.4% | $13,006-99.4% | $1,944-95.9% |