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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Filed as: STANCORP FINANCIAL GROUP, INC. Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $44,493 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 47-1566880 | Advisory (Plan) | $34,830 |
Service code 13 · EIN 26-4203770 | Contract Administrator | $0 |
CHARLES SCHWAB & CO., INC.2 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 | $219,600 | $104,479+110.2% | $159,474+37.7% | $79,391+176.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 45.68% | 67.98%-22.3pp | 263.68%-218.0pp | 116.88%-71.2pp |
| Employer contribution / active EE | $11,537 | $3,417+237.6% | $4,831+138.8% | $2,428+375.2% |
| Participant deferral / active EE | $6,890 | $6,468+6.5% | $7,353-6.3% | $4,046+70.3% |
| Admin fee / account holder | $113 | $711-84.1% | $10,802-99.0% | $627-81.9% |